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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 | $23,432 | $60,989-61.6% | $60,899-61.5% | $66,930-65.0% |
| Participation rate | 96.8% | 74.5%+22.3pp | 73.1%+23.7pp | 69.8%+27.0pp |
| Annual return | -17.31% | -9.60%-7.7pp | 16.92%-34.2pp | 1.57%-18.9pp |
| Employer contribution / active EE | $3,187 | $2,661+19.8% | $2,702+18.0% | $2,545+25.2% |
| Participant deferral / active EE | $5,815 | $3,615+60.9% | $3,817+52.3% | $4,238+37.2% |
| Admin fee / account holder | $493 | $338+45.6% | $3,225-84.7% | $593-17.0% |