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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 | $78,520-68.8% | $96,576-74.7% | $82,448-70.3% |
| Participation rate | 75.3% | 77.7%-2.5pp | 81.4%-6.2pp | 68.1%+7.2pp |
| Annual return | 13.20% | 41.30%-28.1pp | 38.47%-25.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,294 | $2,630-50.8% | $3,553-63.6% | $2,551-49.3% |
| Participant deferral / active EE | $3,631 | $6,754-46.2% | $7,956-54.4% | $4,139-12.3% |
| Admin fee / account holder | $5,792 | $13,455-57.0% | $11,381-49.1% | $7,234-19.9% |