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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 | $51,184+43.3% | $66,439+10.4% | $86,983-15.7% |
| Participation rate | 86.8% | 68.5%+18.4pp | 74.5%+12.3pp | 69.5%+17.3pp |
| Annual return | 9.60% | 17.07%-7.5pp | 757.66%-748.1pp | 25.83%-16.2pp |
| Employer contribution / active EE | $8,037 | $2,023+297.3% | $2,637+204.8% | $2,584+211.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,138 | $4,154-72.6% | $6,173-81.6% | $7,856-85.5% |