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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 | $18,836 | $51,638-63.5% | $68,368-72.4% | $82,448-77.2% |
| Participation rate | 97.4% | 63.6%+33.8pp | 73.8%+23.7pp | 68.1%+29.3pp |
| Annual return | 10.60% | 37.53%-26.9pp | 292.57%-282.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $2,929 | $2,047+43.1% | $2,649+10.6% | $2,551+14.8% |
| Participant deferral / active EE | $927 | $2,914-68.2% | $4,123-77.5% | $4,139-77.6% |
| Admin fee / account holder | $817 | $4,643-82.4% | $5,150-84.1% | $7,234-88.7% |