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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 | $28,981 | $56,640-48.8% | $78,002-62.8% | $55,167-47.5% |
| Participation rate | 94.4% | 73.3%+21.1pp | 75.5%+18.9pp | 69.0%+25.5pp |
| Annual return | 5.38% | 2868.48%-2863.1pp | 425.99%-420.6pp | 169.23%-163.9pp |
| Employer contribution / active EE | $771 | $1,724-55.3% | $2,470-68.8% | $1,963-60.7% |
| Participant deferral / active EE | $1,908 | $2,778-31.3% | $3,497-45.5% | $3,054-37.5% |
| Admin fee / account holder | $1,453 | $467+211.6% | $5,481-73.5% | $504+188.4% |