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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 | $29,397 | $70,684-58.4% | $169,390-82.6% | $75,173-60.9% |
| Participation rate | 96.4% | 64.8%+31.6pp | 77.2%+19.2pp | 67.2%+29.2pp |
| Annual return | 6.95% | 36.38%-29.4pp | 406.07%-399.1pp | 160.72%-153.8pp |
| Employer contribution / active EE | $3,556 | $2,211+60.8% | $4,013-11.4% | $2,671+33.1% |
| Participant deferral / active EE | $4,397 | $4,310+2.0% | $6,222-29.3% | $4,126+6.6% |
| Admin fee / account holder | $1,959 | $5,404-63.8% | $9,015-78.3% | $5,651-65.3% |