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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 | $23,022 | $99,875-76.9% | $146,866-84.3% | $86,983-73.5% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.5%-6.0pp | 69.5%+6.9pp |
| Annual return | 16.39% | 28.10%-11.7pp | 102.85%-86.5pp | 25.83%-9.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,409 | $6,322-14.4% | $7,759-30.3% | $4,194+29.0% |
| Admin fee / account holder | $689 | $7,838-91.2% | $13,620-94.9% | $7,856-91.2% |