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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 | $58,553 | $62,592-6.5% | $85,709-31.7% | $85,847-31.8% |
| Participation rate | 97.1% | 61.1%+36.0pp | 69.9%+27.3pp | 69.3%+27.8pp |
| Annual return | 9.80% | 23.77%-14.0pp | 21.49%-11.7pp | 318.61%-308.8pp |
| Employer contribution / active EE | $2,093 | $1,755+19.2% | $2,619-20.1% | $2,565-18.4% |
| Participant deferral / active EE | $6,585 | $2,802+135.0% | $3,924+67.8% | $3,952+66.6% |
| Admin fee / account holder | $1,619 | $4,643-65.1% | $6,876-76.5% | $6,261-74.1% |