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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.)
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 | $46,431 | $72,273-35.8% | $101,275-54.2% | $79,856-41.9% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.8%+18.9pp | 69.6%+25.1pp |
| Annual return | 8.07% | 22.30%-14.2pp | 46.48%-38.4pp | 31.71%-23.6pp |
| Employer contribution / active EE | $454 | $2,691-83.1% | $3,660-87.6% | $2,471-81.6% |
| Participant deferral / active EE | $4,691 | $3,282+42.9% | $4,371+7.3% | $3,741+25.4% |
| Admin fee / account holder | $3,329 | $4,401-24.4% | $5,948-44.0% | $5,306-37.3% |