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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 | $121,578 | $57,285+112.2% | $86,605+40.4% | $75,173+61.7% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 10.77% | 2671.04%-2660.3pp | 591.39%-580.6pp | 160.65%-149.9pp |
| Employer contribution / active EE | $3,636 | $2,315+57.1% | $3,023+20.3% | $2,670+36.2% |
| Participant deferral / active EE | $6,181 | $3,318+86.3% | $4,438+39.3% | $4,126+49.8% |
| Admin fee / account holder | $10,875 | $4,112+164.5% | $5,611+93.8% | $5,651+92.4% |