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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 | $7,881 | $76,407-89.7% | $150,298-94.8% | $82,448-90.4% |
| Participation rate | 73.9% | 66.4%+7.5pp | 77.8%-3.9pp | 68.1%+5.8pp |
| Annual return | 22.12% | 39.99%-17.9pp | 62.79%-40.7pp | 41.64%-19.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,576 | $3,214-19.9% | $5,453-52.8% | $4,139-37.8% |
| Admin fee / account holder | $489 | $6,352-92.3% | $14,116-96.5% | $7,234-93.2% |