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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 | $26,783 | $46,534-42.4% | $64,097-58.2% | $75,177-64.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.73% | 26.07%-17.3pp | 33.75%-25.0pp | 160.75%-152.0pp |
| Employer contribution / active EE | $2,843 | $1,976+43.9% | $2,750+3.4% | $2,671+6.4% |
| Participant deferral / active EE | $3,107 | $2,835+9.6% | $3,881-20.0% | $4,126-24.7% |
| Admin fee / account holder | $2,609 | $2,957-11.8% | $3,070-15.0% | $5,651-53.8% |