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Employer 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 | $47,492 | $136,307-65.2% | $177,840-73.3% | $73,493-35.4% |
| Participation rate | 93.1% | 86.1%+7.0pp | 87.7%+5.4pp | 70.7%+22.4pp |
| Annual return | 23.66% | 18.68%+5.0pp | 48.32%-24.7pp | 28.51%-4.8pp |
| Employer contribution / active EE | $403 | $3,712-89.1% | $5,919-93.2% | $2,270-82.2% |
| Participant deferral / active EE | $5,118 | $5,829-12.2% | $7,714-33.7% | $3,740+36.8% |
| Admin fee / account holder | $2,143 | $596+259.8% | $12,431-82.8% | $513+317.6% |