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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 | $46,532 | $102,429-54.6% | $147,096-68.4% | $80,925-42.5% |
| Participation rate | 87.0% | 75.9%+11.1pp | 82.2%+4.8pp | 67.7%+19.3pp |
| Annual return | 68.82% | 135.02%-66.2pp | 419.75%-350.9pp | 35.65%+33.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,121 | $6,649+142.5% | $8,071+99.7% | $4,299+275.0% |
| Admin fee / account holder | $3,486 | $7,957-56.2% | $13,005-73.2% | $6,940-49.8% |