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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 | $76,834-34.6% | $108,359-53.7% | $87,485-42.6% |
| Participation rate | 70.8% | 61.7%+9.1pp | 70.1%+0.7pp | 68.9%+1.9pp |
| Annual return | 11.57% | 19.09%-7.5pp | 36.89%-25.3pp | 26.06%-14.5pp |
| Employer contribution / active EE | $859 | $1,556-44.8% | $2,399-64.2% | $2,596-66.9% |
| Participant deferral / active EE | $4,505 | $3,100+45.3% | $4,137+8.9% | $4,274+5.4% |
| Admin fee / account holder | $6,610 | $6,537+1.1% | $9,741-32.1% | $7,775-15.0% |