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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,292 | $125,797-58.4% | $170,057-69.3% | $75,177-30.4% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.0%+11.8pp | 67.2%+31.6pp |
| Annual return | 6.26% | 27.20%-20.9pp | 53.42%-47.2pp | 160.75%-154.5pp |
| Employer contribution / active EE | $1,189 | $4,616-74.2% | $6,790-82.5% | $2,671-55.5% |
| Participant deferral / active EE | $4,173 | $6,838-39.0% | $10,411-59.9% | $4,126+1.1% |
| Admin fee / account holder | $4,731 | $8,177-42.1% | $12,826-63.1% | $5,651-16.3% |