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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 | $39,424 | $82,674-52.3% | $125,381-68.6% | $68,486-42.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.00% | -5.97%-17.0pp | 572.31%-595.3pp | -7.85%-15.1pp |
| Employer contribution / active EE | $2,645 | $3,382-21.8% | $4,815-45.1% | $2,597+1.9% |
| Participant deferral / active EE | $6,604 | $6,111+8.1% | $7,448-11.3% | $4,028+64.0% |
| Admin fee / account holder | $2,338 | $6,277-62.8% | $10,007-76.6% | $5,404-56.7% |