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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 | $33,782 | $57,590-41.3% | $86,233-60.8% | $82,448-59.0% |
| Participation rate | 85.5% | 57.9%+27.6pp | 69.0%+16.5pp | 68.1%+17.4pp |
| Annual return | 13.14% | 22.41%-9.3pp | 61.39%-48.2pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,917 | $1,655+15.8% | $2,504-23.5% | $2,551-24.9% |
| Participant deferral / active EE | $4,274 | $3,080+38.8% | $4,559-6.2% | $4,139+3.3% |
| Admin fee / account holder | $1,277 | $4,730-73.0% | $8,342-84.7% | $7,234-82.4% |