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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 | $76,407+59.6% | $150,298-18.8% | $82,448+47.9% |
| Participation rate | 83.5% | 66.4%+17.1pp | 77.8%+5.8pp | 68.1%+15.4pp |
| Annual return | 10.13% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $681 | $2,614-73.9% | $4,154-83.6% | $2,551-73.3% |
| Participant deferral / active EE | $7,036 | $3,214+118.9% | $5,453+29.0% | $4,139+70.0% |
| Admin fee / account holder | $3,451 | $6,352-45.7% | $14,116-75.6% | $7,234-52.3% |