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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 | $11,082 | $49,976-77.8% | $66,674-83.4% | $82,637-86.6% |
| Participation rate | 93.8% | 63.1%+30.7pp | 73.7%+20.1pp | 68.1%+25.7pp |
| Annual return | 8.10% | 39.09%-31.0pp | 321.24%-313.1pp | 53.51%-45.4pp |
| Employer contribution / active EE | $1,125 | $1,988-43.4% | $2,620-57.1% | $2,552-55.9% |
| Participant deferral / active EE | $1,689 | $2,847-40.7% | $4,084-58.6% | $4,126-59.1% |
| Admin fee / account holder | $652 | $4,594-85.8% | $5,098-87.2% | $7,339-91.1% |