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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 | $55,300 | $58,627-5.7% | $76,735-27.9% | $82,448-32.9% |
| Participation rate | 89.7% | 63.2%+26.5pp | 69.5%+20.2pp | 68.1%+21.7pp |
| Annual return | 17.14% | 39.10%-22.0pp | 29.77%-12.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $238 | $1,729-86.2% | $2,454-90.3% | $2,551-90.7% |
| Participant deferral / active EE | $6,573 | $3,134+109.8% | $4,088+60.8% | $4,139+58.8% |
| Admin fee / account holder | $2,073 | $5,323-61.1% | $7,189-71.2% | $7,234-71.4% |