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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 | $43,496-12.6% | $161,489-76.4% | $64,340-40.9% |
| Participation rate | 80.0% | 53.5%+26.5pp | 78.7%+1.3pp | 55.2%+24.8pp |
| Annual return | 10.92% | 20.76%-9.8pp | 89.72%-78.8pp | 24.14%-13.2pp |
| Employer contribution / active EE | $610 | $1,431-57.4% | $4,268-85.7% | $1,862-67.2% |
| Participant deferral / active EE | $1,340 | $1,996-32.9% | $5,630-76.2% | $2,980-55.0% |
| Admin fee / account holder | $4,262 | $2,330+82.9% | $16,006-73.4% | $3,703+15.1% |