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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 | $73,334 | $50,554+45.1% | $67,681+8.4% | $87,485-16.2% |
| Participation rate | 86.8% | 67.7%+19.1pp | 73.7%+13.1pp | 68.9%+17.9pp |
| Annual return | 9.60% | 17.81%-8.2pp | 590.58%-581.0pp | 26.06%-16.5pp |
| Employer contribution / active EE | $8,037 | $1,988+304.2% | $2,678+200.1% | $2,596+209.6% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,138 | $4,132-72.5% | $6,100-81.3% | $7,775-85.4% |