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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 | $14,504 | $58,888-75.4% | $178,499-91.9% | $73,493-80.3% |
| Participation rate | 94.2% | 66.2%+27.9pp | 81.9%+12.2pp | 70.7%+23.5pp |
| Annual return | 7.61% | 24.86%-17.3pp | 151.10%-143.5pp | 28.51%-20.9pp |
| Employer contribution / active EE | $1,082 | $2,236-51.6% | $5,011-78.4% | $2,270-52.3% |
| Participant deferral / active EE | $2,869 | $2,568+11.7% | $5,202-44.8% | $3,740-23.3% |
| Admin fee / account holder | $397 | $400-0.8% | $13,986-97.2% | $513-22.6% |