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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 | $26,477 | $52,507-49.6% | $129,406-79.5% | $74,478-64.5% |
| Participation rate | 92.9% | 53.9%+38.9pp | 69.6%+23.2pp | 67.2%+25.6pp |
| Annual return | 9.17% | 15.64%-6.5pp | 9468.18%-9459.0pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $338 | $1,534-77.9% | $4,155-91.9% | $2,626-87.1% |
| Participant deferral / active EE | $2,180 | $2,801-22.2% | $4,167-47.7% | $4,350-49.9% |
| Admin fee / account holder | $1,542 | $2,639-41.6% | $7,689-79.9% | $1,946-20.8% |