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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 | $35,790 | $47,479-24.6% | $62,929-43.1% | $82,448-56.6% |
| Participation rate | 85.0% | 66.9%+18.1pp | 73.1%+11.9pp | 68.1%+16.9pp |
| Annual return | 11.23% | 20.34%-9.1pp | 1063.93%-1052.7pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,229 | $1,885+18.2% | $2,505-11.0% | $2,551-12.6% |
| Participant deferral / active EE | $3,363 | $2,870+17.2% | $3,888-13.5% | $4,139-18.7% |
| Admin fee / account holder | $2,073 | $3,804-45.5% | $5,065-59.1% | $7,234-71.4% |