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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 | $35,547 | $101,591-65.0% | $147,096-75.8% | $74,429-52.2% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.5pp | 67.2%+26.5pp |
| Annual return | 42.16% | 8746.45%-8704.3pp | 419.75%-377.6pp | 1368.38%-1326.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $13,421 | $7,302+83.8% | $8,071+66.3% | $4,348+208.6% |
| Admin fee / account holder | $589 | $1,750-66.3% | $13,005-95.5% | $1,944-69.7% |