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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 | $48,011+52.7% | $63,803+14.9% | $82,637-11.3% |
| Participation rate | 86.8% | 66.6%+20.3pp | 72.7%+14.1pp | 68.1%+18.8pp |
| Annual return | 9.60% | 19.84%-10.2pp | 543.72%-534.1pp | 53.51%-43.9pp |
| Employer contribution / active EE | $8,037 | $1,904+322.2% | $2,532+217.4% | $2,552+214.9% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,138 | $3,873-70.6% | $5,196-78.1% | $7,339-84.5% |