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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 | $79,003-42.3% | $100,398-54.6% | $74,400-38.7% |
| Participation rate | 82.9% | 79.5%+3.5pp | 81.5%+1.4pp | 67.2%+15.7pp |
| Annual return | 12.76% | 20.62%-7.9pp | 49.32%-36.6pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $2,538 | $3,015-15.8% | $3,946-35.7% | $2,624-3.3% |
| Participant deferral / active EE | $4,620 | $7,752-40.4% | $8,084-42.9% | $4,348+6.2% |
| Admin fee / account holder | $3,668 | $1,331+175.5% | $7,893-53.5% | $1,944+88.7% |