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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 | $34,493 | $73,102-52.8% | $123,552-72.1% | $56,287-38.7% |
| Participation rate | 97.3% | 74.3%+23.0pp | 82.3%+15.0pp | 69.9%+27.4pp |
| Annual return | -7.35% | 3.01%-10.4pp | 119.20%-126.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $3,183 | $2,977+6.9% | $4,628-31.2% | $2,111+50.8% |
| Participant deferral / active EE | $3,516 | $5,423-35.2% | $6,426-45.3% | $3,350+5.0% |
| Admin fee / account holder | $1,180 | $554+113.1% | $9,285-87.3% | $521+126.5% |