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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 | $69,444-20.4% | $92,985-40.5% | $87,485-36.8% |
| Participation rate | 89.7% | 63.3%+26.5pp | 69.5%+20.3pp | 68.9%+20.8pp |
| Annual return | 17.14% | 23.85%-6.7pp | 27.99%-10.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $238 | $1,917-87.6% | $2,662-91.0% | $2,596-90.8% |
| Participant deferral / active EE | $6,573 | $3,364+95.4% | $4,377+50.2% | $4,274+53.8% |
| Admin fee / account holder | $2,073 | $6,137-66.2% | $9,463-78.1% | $7,775-73.3% |