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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 | $75,541-88.6% | $152,093-94.3% | $82,637-89.6% |
| Participation rate | 77.6% | 66.5%+11.1pp | 77.8%-0.2pp | 68.1%+9.6pp |
| Annual return | 11.84% | 32.56%-20.7pp | 66.36%-54.5pp | 53.51%-41.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,178 | $3,206-63.3% | $5,451-78.4% | $4,126-71.4% |
| Admin fee / account holder | $4,033 | $6,405-37.0% | $14,497-72.2% | $7,339-45.1% |