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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 | $37,296 | $93,617-60.2% | $135,982-72.6% | $75,177-50.4% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 15.76% | 30.89%-15.1pp | 68.32%-52.6pp | 160.75%-145.0pp |
| Employer contribution / active EE | $357 | $3,538-89.9% | $4,859-92.6% | $2,671-86.6% |
| Participant deferral / active EE | $4,232 | $6,406-33.9% | $7,760-45.5% | $4,126+2.6% |
| Admin fee / account holder | $2,333 | $6,980-66.6% | $10,767-78.3% | $5,651-58.7% |