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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 | $25,469 | $67,411-62.2% | $91,004-72.0% | $70,126-63.7% |
| Participation rate | 90.3% | 71.4%+19.0pp | 75.6%+14.7pp | 69.5%+20.8pp |
| Annual return | 11.24% | -40.16%+51.4pp | 4.60%+6.6pp | 73.15%-61.9pp |
| Employer contribution / active EE | $1,048 | $1,786-41.3% | $2,456-57.3% | $2,343-55.3% |
| Participant deferral / active EE | $2,303 | $2,823-18.4% | $3,548-35.1% | $3,332-30.9% |
| Admin fee / account holder | $2,970 | $4,236-29.9% | $5,417-45.2% | $4,645-36.1% |