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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 | $34,814 | $58,264-40.2% | $86,617-59.8% | $71,495-51.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 17.68% | 21.63%-3.9pp | 591.91%-574.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $266 | $2,574-89.7% | $3,023-91.2% | $2,589-89.7% |
| Participant deferral / active EE | $1,479 | $3,436-56.9% | $4,437-66.7% | $4,291-65.5% |
| Admin fee / account holder | $1,735 | $1,057+64.1% | $5,613-69.1% | $1,588+9.3% |