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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 | $19,165 | $29,319-34.6% | $52,425-63.4% | $82,448-76.8% |
| Participation rate | 94.3% | 46.9%+47.5pp | 55.6%+38.7pp | 68.1%+26.3pp |
| Annual return | 14.06% | 535.20%-521.1pp | 302.12%-288.1pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,206 | $586+105.7% | $914+31.9% | $2,551-52.7% |
| Participant deferral / active EE | $1,628 | $1,171+39.0% | $1,790-9.0% | $4,139-60.7% |
| Admin fee / account holder | $803 | $1,962-59.1% | $2,495-67.8% | $7,234-88.9% |