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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 | $72,471-23.7% | $94,215-41.3% | $86,983-36.4% |
| Participation rate | 89.7% | 63.9%+25.9pp | 70.0%+19.8pp | 69.5%+20.2pp |
| Annual return | 17.14% | 26.44%-9.3pp | 28.22%-11.1pp | 25.83%-8.7pp |
| Employer contribution / active EE | $238 | $1,936-87.7% | $2,675-91.1% | $2,584-90.8% |
| Participant deferral / active EE | $6,573 | $3,397+93.5% | $4,276+53.7% | $4,194+56.7% |
| Admin fee / account holder | $2,073 | $6,468-68.0% | $10,216-79.7% | $7,856-73.6% |