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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 | $40,929 | $89,364-54.2% | $141,177-71.0% | $72,983-43.9% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 18.66% | 111.86%-93.2pp | 71.40%-52.7pp | 81.01%-62.4pp |
| Employer contribution / active EE | $1,269 | $3,115-59.2% | $4,736-73.2% | $2,440-48.0% |
| Participant deferral / active EE | $5,222 | $5,419-3.6% | $6,710-22.2% | $3,608+44.8% |
| Admin fee / account holder | $4,703 | $5,959-21.1% | $10,263-54.2% | $5,124-8.2% |