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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 | $38,034 | $45,343-16.1% | $150,298-74.7% | $67,986-44.1% |
| Participation rate | 80.0% | 51.9%+28.1pp | 77.8%+2.2pp | 57.2%+22.8pp |
| Annual return | 10.92% | 33.28%-22.4pp | 62.79%-51.9pp | 31.67%-20.7pp |
| Employer contribution / active EE | $610 | $1,462-58.3% | $4,154-85.3% | $2,019-69.8% |
| Participant deferral / active EE | $1,340 | $2,055-34.8% | $5,453-75.4% | $3,358-60.1% |
| Admin fee / account holder | $4,262 | $2,250+89.4% | $14,116-69.8% | $3,203+33.0% |