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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 | $60,536 | $43,749+38.4% | $158,223-61.7% | $65,306-7.3% |
| Participation rate | 100.0% | 56.9%+43.1pp | 79.2%+20.8pp | 57.7%+42.3pp |
| Annual return | 10.06% | 19.41%-9.3pp | 52.09%-42.0pp | 21.94%-11.9pp |
| Employer contribution / active EE | $1,625 | $1,497+8.6% | $4,109-60.4% | $1,967-17.4% |
| Participant deferral / active EE | $4,103 | $2,019+103.2% | $5,467-25.0% | $2,959+38.6% |
| Admin fee / account holder | $3,512 | $1,930+81.9% | $16,047-78.1% | $3,480+0.9% |