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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 | $49,627 | $82,674-40.0% | $125,363-60.4% | $68,495-27.5% |
| Participation rate | 87.3% | 75.0%+12.3pp | 82.4%+4.9pp | 67.9%+19.4pp |
| Annual return | -21.03% | -5.97%-15.1pp | 572.15%-593.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,798 | $3,382-46.8% | $4,815-62.6% | $2,596-30.7% |
| Participant deferral / active EE | $3,277 | $6,111-46.4% | $7,447-56.0% | $4,028-18.6% |
| Admin fee / account holder | $5,160 | $6,276-17.8% | $10,005-48.4% | $5,403-4.5% |