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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 | $24,481 | $78,197-68.7% | $98,090-75.0% | $82,637-70.4% |
| Participation rate | 75.3% | 77.5%-2.2pp | 81.5%-6.3pp | 68.1%+7.2pp |
| Annual return | 13.20% | 40.25%-27.1pp | 37.05%-23.9pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,294 | $2,605-50.3% | $3,606-64.1% | $2,552-49.3% |
| Participant deferral / active EE | $3,631 | $6,636-45.3% | $7,845-53.7% | $4,126-12.0% |
| Admin fee / account holder | $5,792 | $14,832-61.0% | $11,815-51.0% | $7,339-21.1% |