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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 | $29,095 | $58,627-50.4% | $76,735-62.1% | $82,448-64.7% |
| Participation rate | 98.3% | 63.2%+35.1pp | 69.5%+28.8pp | 68.1%+30.3pp |
| Annual return | 14.87% | 39.10%-24.2pp | 29.77%-14.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $285 | $1,729-83.5% | $2,454-88.4% | $2,551-88.8% |
| Participant deferral / active EE | $3,434 | $3,134+9.6% | $4,088-16.0% | $4,139-17.0% |
| Admin fee / account holder | $757 | $5,323-85.8% | $7,189-89.5% | $7,234-89.5% |