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Participant 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 | $25,111 | $81,504-69.2% | $102,437-75.5% | $80,959-69.0% |
| Participation rate | 97.9% | 66.9%+31.0pp | 74.5%+23.4pp | 67.7%+30.2pp |
| Annual return | 3.78% | 25.60%-21.8pp | 24.95%-21.2pp | 35.67%-31.9pp |
| Employer contribution / active EE | $4,919 | $3,104+58.5% | $3,871+27.1% | $2,757+78.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $436 | $6,719-93.5% | $8,388-94.8% | $6,925-93.7% |