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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 | $6,708 | $76,407-91.2% | $150,298-95.5% | $82,448-91.9% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 14.08% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $22 | $2,614-99.1% | $4,154-99.5% | $2,551-99.1% |
| Participant deferral / active EE | $3,266 | $3,214+1.6% | $5,453-40.1% | $4,139-21.1% |
| Admin fee / account holder | $1,928 | $6,352-69.6% | $14,116-86.3% | $7,234-73.3% |