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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 | $121,976 | $78,690+55.0% | $161,489-24.5% | $87,485+39.4% |
| Participation rate | 83.5% | 67.5%+16.1pp | 78.7%+4.8pp | 68.9%+14.6pp |
| Annual return | 10.13% | 32.74%-22.6pp | 89.72%-79.6pp | 26.06%-15.9pp |
| Employer contribution / active EE | $681 | $2,588-73.7% | $4,268-84.0% | $2,596-73.8% |
| Participant deferral / active EE | $7,036 | $3,311+112.5% | $5,630+25.0% | $4,274+64.6% |
| Admin fee / account holder | $3,451 | $6,724-48.7% | $16,006-78.4% | $7,775-55.6% |