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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 | $26,945 | $47,944-43.8% | $67,834-60.3% | $62,881-57.1% |
| Participation rate | 82.5% | 61.1%+21.4pp | 68.8%+13.7pp | 69.3%+13.2pp |
| Annual return | 4.05% | 11.77%-7.7pp | 138.47%-134.4pp | 20.14%-16.1pp |
| Employer contribution / active EE | $804 | $1,562-48.5% | $2,403-66.5% | $2,281-64.7% |
| Participant deferral / active EE | $3,649 | $2,247+62.4% | $3,160+15.5% | $3,203+13.9% |
| Admin fee / account holder | $8,232 | $3,712+121.8% | $4,622+78.1% | $4,296+91.6% |