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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 | $22,014 | $31,105-29.2% | $53,647-59.0% | $64,097-65.7% |
| Participation rate | 82.0% | 30.7%+51.3pp | 56.3%+25.7pp | 55.2%+26.8pp |
| Annual return | 10.46% | 22.54%-12.1pp | 358.33%-347.9pp | 34.64%-24.2pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,677 | $896+87.1% | $1,813-7.5% | $3,080-45.5% |
| Admin fee / account holder | $1,404 | $2,195-36.0% | $2,460-42.9% | $3,454-59.4% |