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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 | $6,240 | $47,105-86.8% | $68,368-90.9% | $67,986-90.8% |
| Participation rate | 81.1% | 51.8%+29.3pp | 73.8%+7.3pp | 57.2%+23.9pp |
| Annual return | 15.50% | 48.37%-32.9pp | 292.57%-277.1pp | 31.67%-16.2pp |
| Employer contribution / active EE | $210 | $1,859-88.7% | $2,649-92.1% | $2,019-89.6% |
| Participant deferral / active EE | $1,022 | $2,374-56.9% | $4,123-75.2% | $3,358-69.6% |
| Admin fee / account holder | $1,406 | $2,435-42.3% | $5,150-72.7% | $3,203-56.1% |