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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 | $52,093 | $43,730+19.1% | $121,220-57.0% | $64,173-18.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -15.67% | 68.94%-84.6pp | 16.94%-32.6pp | 7.63%-23.3pp |
| Employer contribution / active EE | $5,382 | $1,297+315.0% | $4,023+33.8% | $2,381+126.0% |
| Participant deferral / active EE | $9,605 | $2,281+321.2% | $3,345+187.1% | $3,470+176.8% |
| Admin fee / account holder | $1,691 | $3,502-51.7% | $5,021-66.3% | $4,887-65.4% |