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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 | $26,312 | $85,171-69.1% | $172,753-84.8% | $72,976-63.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 12.27% | 27.32%-15.1pp | 803.00%-790.7pp | 81.02%-68.7pp |
| Employer contribution / active EE | $1,694 | $3,324-49.0% | $5,144-67.1% | $2,440-30.6% |
| Participant deferral / active EE | $2,457 | $3,260-24.6% | $5,198-52.7% | $3,608-31.9% |
| Admin fee / account holder | $1,883 | $5,880-68.0% | $13,956-86.5% | $5,124-63.2% |