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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 | $55,446-75.7% | $155,574-91.3% | $74,429-81.9% |
| Participation rate | 84.3% | 61.9%+22.4pp | 78.2%+6.1pp | 67.2%+17.1pp |
| Annual return | 10.95% | 269.20%-258.3pp | 64.87%-53.9pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $774 | $2,266-65.8% | $4,676-83.4% | $2,625-70.5% |
| Participant deferral / active EE | $1,193 | $2,836-57.9% | $5,629-78.8% | $4,348-72.6% |
| Admin fee / account holder | $2,400 | $1,743+37.7% | $15,914-84.9% | $1,944+23.4% |