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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 | $33,734 | $76,407-55.9% | $150,298-77.6% | $82,448-59.1% |
| Participation rate | 94.0% | 66.4%+27.6pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 12.90% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $737 | $2,614-71.8% | $4,154-82.3% | $2,551-71.1% |
| Participant deferral / active EE | $3,073 | $3,214-4.4% | $5,453-43.6% | $4,139-25.8% |
| Admin fee / account holder | $4,840 | $6,352-23.8% | $14,116-65.7% | $7,234-33.1% |