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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 | $32,773 | $77,920-57.9% | $149,723-78.1% | $75,177-56.4% |
| Participation rate | 83.5% | 65.6%+17.9pp | 78.8%+4.7pp | 67.2%+16.3pp |
| Annual return | 19.36% | 31.72%-12.4pp | 134.50%-115.1pp | 160.75%-141.4pp |
| Employer contribution / active EE | $249 | $3,138-92.1% | $4,821-94.8% | $2,671-90.7% |
| Participant deferral / active EE | $2,463 | $3,411-27.8% | $5,682-56.7% | $4,126-40.3% |
| Admin fee / account holder | $1,410 | $5,951-76.3% | $13,215-89.3% | $5,651-75.0% |