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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 | $54,698 | $72,027-24.1% | $185,835-70.6% | $79,852-31.5% |
| Participation rate | 96.3% | 65.8%+30.5pp | 78.0%+18.2pp | 69.6%+26.6pp |
| Annual return | 10.12% | 23.13%-13.0pp | 35.96%-25.8pp | 31.72%-21.6pp |
| Employer contribution / active EE | $5,959 | $1,965+203.2% | $4,087+45.8% | $2,471+141.1% |
| Participant deferral / active EE | $3,593 | $3,780-4.9% | $5,633-36.2% | $3,740-3.9% |
| Admin fee / account holder | $834 | $4,513-81.5% | $9,502-91.2% | $5,306-84.3% |