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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,817 | $64,176-38.0% | $112,249-64.5% | $66,938-40.5% |
| Participation rate | 80.7% | 68.4%+12.3pp | 75.1%+5.7pp | 69.8%+10.9pp |
| Annual return | -19.76% | -13.80%-6.0pp | 27.48%-47.2pp | 1.58%-21.3pp |
| Employer contribution / active EE | $3,664 | $3,007+21.9% | $3,636+0.8% | $2,545+44.0% |
| Participant deferral / active EE | $601 | $3,694-83.7% | $4,729-87.3% | $4,238-85.8% |
| Admin fee / account holder | $3,646 | $626+482.7% | $6,412-43.1% | $594+514.4% |