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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 | $74,535-32.6% | $100,712-50.1% | $82,637-39.2% |
| Participation rate | 70.8% | 61.2%+9.6pp | 69.3%+1.5pp | 68.1%+2.7pp |
| Annual return | 11.57% | 18.92%-7.4pp | 33.27%-21.7pp | 53.51%-41.9pp |
| Employer contribution / active EE | $859 | $1,503-42.8% | $2,313-62.9% | $2,552-66.3% |
| Participant deferral / active EE | $4,505 | $3,074+46.6% | $4,085+10.3% | $4,126+9.2% |
| Admin fee / account holder | $6,610 | $6,576+0.5% | $9,256-28.6% | $7,339-9.9% |