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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 | $35,045 | $65,364-46.4% | $92,909-62.3% | $72,975-52.0% |
| Participation rate | 98.2% | 68.3%+29.9pp | 76.0%+22.2pp | 69.5%+28.7pp |
| Annual return | 14.59% | 42.11%-27.5pp | 109.44%-94.8pp | 81.01%-66.4pp |
| Employer contribution / active EE | $893 | $2,594-65.6% | $3,653-75.6% | $2,440-63.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,025 | $4,251-75.9% | $5,795-82.3% | $5,124-80.0% |