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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 | $50,219 | $73,787-31.9% | $98,716-49.1% | $82,448-39.1% |
| Participation rate | 70.8% | 61.4%+9.4pp | 69.3%+1.5pp | 68.1%+2.7pp |
| Annual return | 11.57% | 18.57%-7.0pp | 31.81%-20.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $859 | $1,511-43.2% | $2,279-62.3% | $2,551-66.3% |
| Participant deferral / active EE | $4,505 | $3,081+46.2% | $4,048+11.3% | $4,139+8.8% |
| Admin fee / account holder | $6,610 | $6,500+1.7% | $8,703-24.0% | $7,234-8.6% |