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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 | $31,026 | $88,672-65.0% | $105,223-70.5% | $82,448-62.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 9.86% | 30.86%-21.0pp | 180.65%-170.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $4,518 | $3,048+48.2% | $3,689+22.5% | $2,551+77.1% |
| Participant deferral / active EE | $1,764 | $4,036-56.3% | $5,072-65.2% | $4,139-57.4% |
| Admin fee / account holder | $2,650 | $7,146-62.9% | $8,859-70.1% | $7,234-63.4% |