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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 | $7,301 | $58,258-87.5% | $81,820-91.1% | $80,925-91.0% |
| Participation rate | 94.9% | 63.5%+31.5pp | 72.4%+22.6pp | 67.7%+27.3pp |
| Annual return | 8.66% | 41.76%-33.1pp | 777.93%-769.3pp | 35.65%-27.0pp |
| Employer contribution / active EE | $1,048 | $2,345-55.3% | $2,915-64.1% | $2,756-62.0% |
| Participant deferral / active EE | $2,529 | $3,284-23.0% | $4,323-41.5% | $4,299-41.2% |
| Admin fee / account holder | $1,184 | $4,976-76.2% | $7,391-84.0% | $6,940-82.9% |