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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 | $13,468 | $55,470-75.7% | $155,556-91.3% | $74,478-81.9% |
| Participation rate | 84.3% | 61.9%+22.4pp | 78.2%+6.1pp | 67.2%+17.1pp |
| Annual return | 10.95% | 269.80%-258.9pp | 64.84%-53.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $774 | $2,267-65.9% | $4,675-83.4% | $2,626-70.5% |
| Participant deferral / active EE | $1,193 | $2,838-58.0% | $5,631-78.8% | $4,350-72.6% |
| Admin fee / account holder | $2,400 | $1,744+37.6% | $15,885-84.9% | $1,946+23.3% |