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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 | $54,709 | $81,208-32.6% | $98,920-44.7% | $79,856-31.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 9.53% | 60.99%-51.5pp | 196.47%-186.9pp | 31.71%-22.2pp |
| Employer contribution / active EE | $2,575 | $1,960+31.4% | $2,689-4.3% | $2,471+4.2% |
| Participant deferral / active EE | $6,188 | $3,265+89.5% | $4,245+45.8% | $3,741+65.4% |
| Admin fee / account holder | $3,913 | $6,013-34.9% | $6,643-41.1% | $5,306-26.3% |