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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 | $30,110 | $85,169-64.6% | $172,755-82.6% | $72,983-58.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.34% | 27.32%-24.0pp | 802.94%-799.6pp | 81.01%-77.7pp |
| Employer contribution / active EE | $1,659 | $3,324-50.1% | $5,144-67.7% | $2,440-32.0% |
| Participant deferral / active EE | $2,210 | $3,260-32.2% | $5,198-57.5% | $3,608-38.7% |
| Admin fee / account holder | $4,530 | $5,880-23.0% | $13,955-67.5% | $5,124-11.6% |