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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 | $13,688 | $48,314-71.7% | $67,561-79.7% | $80,925-83.1% |
| Participation rate | 81.9% | 66.4%+15.5pp | 72.9%+9.0pp | 67.7%+14.3pp |
| Annual return | 19.50% | 18.28%+1.2pp | 3525.44%-3505.9pp | 35.65%-16.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,947 | $2,927+171.6% | $4,003+98.5% | $4,299+84.9% |
| Admin fee / account holder | $2,136 | $3,690-42.1% | $4,006-46.7% | $6,940-69.2% |