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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 | $38,018 | $73,102-48.0% | $123,549-69.2% | $56,287-32.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -11.49% | 3.01%-14.5pp | 119.20%-130.7pp | -9.96%-1.5pp |
| Employer contribution / active EE | $3,423 | $2,977+15.0% | $4,628-26.0% | $2,111+62.2% |
| Participant deferral / active EE | $5,419 | $5,423-0.1% | $6,426-15.7% | $3,350+61.8% |
| Admin fee / account holder | $5,627 | $554+916.3% | $9,284-39.4% | $521+980.2% |