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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 | $45,616 | $79,089-42.3% | $100,392-54.6% | $74,459-38.7% |
| Participation rate | 82.9% | 79.4%+3.5pp | 81.5%+1.4pp | 67.2%+15.7pp |
| Annual return | 12.76% | 20.61%-7.9pp | 49.45%-36.7pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $2,538 | $3,015-15.8% | $3,941-35.6% | $2,626-3.4% |
| Participant deferral / active EE | $4,620 | $7,747-40.4% | $8,090-42.9% | $4,350+6.2% |
| Admin fee / account holder | $3,668 | $1,336+174.5% | $7,904-53.6% | $1,945+88.6% |