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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 | $36,936 | $81,262-54.5% | $155,602-76.3% | $80,911-54.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.29% | 33.34%-25.1pp | 64.81%-56.5pp | 35.63%-27.3pp |
| Employer contribution / active EE | $2,558 | $3,102-17.5% | $4,675-45.3% | $2,756-7.2% |
| Participant deferral / active EE | $4,360 | $3,451+26.3% | $5,629-22.5% | $4,297+1.5% |
| Admin fee / account holder | $2,087 | $7,992-73.9% | $15,923-86.9% | $6,935-69.9% |