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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,225 | $85,171-79.8% | $172,752-90.0% | $72,975-76.4% |
| Participation rate | 95.3% | 70.1%+25.3pp | 82.6%+12.7pp | 69.5%+25.9pp |
| Annual return | 18.05% | 27.32%-9.3pp | 802.97%-784.9pp | 81.01%-63.0pp |
| Employer contribution / active EE | $1,721 | $3,324-48.2% | $5,144-66.5% | $2,440-29.5% |
| Participant deferral / active EE | $845 | $3,260-74.1% | $5,198-83.7% | $3,608-76.6% |
| Admin fee / account holder | $1,037 | $5,880-82.4% | $13,955-92.6% | $5,124-79.8% |