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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 | $19,066 | $65,083-70.7% | $143,788-86.7% | $66,930-71.5% |
| Participation rate | 89.3% | 65.2%+24.1pp | 80.3%+9.0pp | 69.8%+19.5pp |
| Annual return | -19.25% | -11.13%-8.1pp | -0.03%-19.2pp | 1.57%-20.8pp |
| Employer contribution / active EE | $1,800 | $2,361-23.8% | $4,952-63.7% | $2,545-29.3% |
| Participant deferral / active EE | $4,541 | $2,920+55.5% | $5,638-19.4% | $4,238+7.2% |
| Admin fee / account holder | $1,319 | $502+162.6% | $14,675-91.0% | $593+122.2% |