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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 | $8,600 | $76,407-88.7% | $150,298-94.3% | $82,448-89.6% |
| Participation rate | 77.6% | 66.4%+11.2pp | 77.8%-0.1pp | 68.1%+9.5pp |
| Annual return | 11.84% | 39.99%-28.2pp | 62.79%-50.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,178 | $3,214-63.4% | $5,453-78.4% | $4,139-71.5% |
| Admin fee / account holder | $4,033 | $6,352-36.5% | $14,116-71.4% | $7,234-44.3% |