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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 | $10,193 | $58,275-82.5% | $81,844-87.5% | $80,935-87.4% |
| Participation rate | 82.5% | 63.5%+19.0pp | 72.4%+10.1pp | 67.7%+14.8pp |
| Annual return | 9.91% | 41.82%-31.9pp | 778.87%-769.0pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,268 | $2,346-45.9% | $2,916-56.5% | $2,757-54.0% |
| Participant deferral / active EE | $2,310 | $3,285-29.7% | $4,323-46.6% | $4,299-46.3% |
| Admin fee / account holder | $553 | $4,749-88.3% | $7,355-92.5% | $6,924-92.0% |