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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 | $33,676 | $80,983-58.4% | $96,544-65.1% | $75,177-55.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.04% | 27.05%-15.0pp | 25.88%-13.8pp | 160.75%-148.7pp |
| Employer contribution / active EE | $3,376 | $2,282+47.9% | $2,966+13.8% | $2,671+26.4% |
| Participant deferral / active EE | $2,813 | $3,929-28.4% | $4,851-42.0% | $4,126-31.8% |
| Admin fee / account holder | $707 | $6,717-89.5% | $8,254-91.4% | $5,651-87.5% |