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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 | $17,182 | $55,423-69.0% | $155,602-89.0% | $74,400-76.9% |
| Participation rate | 82.8% | 61.9%+20.9pp | 78.2%+4.6pp | 67.2%+15.6pp |
| Annual return | 15.74% | 269.07%-253.3pp | 64.81%-49.1pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,285 | $2,835+121.7% | $5,629+11.7% | $4,348+44.5% |
| Admin fee / account holder | $3,478 | $1,744+99.4% | $15,923-78.2% | $1,944+79.0% |