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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 | $58,311-87.5% | $81,882-91.1% | $80,959-91.0% |
| Participation rate | 94.9% | 63.5%+31.5pp | 72.4%+22.5pp | 67.7%+27.3pp |
| Annual return | 8.66% | 41.85%-33.2pp | 779.47%-770.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,048 | $2,347-55.3% | $2,916-64.1% | $2,757-62.0% |
| Participant deferral / active EE | $2,529 | $3,287-23.1% | $4,323-41.5% | $4,300-41.2% |
| Admin fee / account holder | $1,184 | $4,752-75.1% | $7,360-83.9% | $6,925-82.9% |