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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 | $24,536 | $49,897-50.8% | $80,648-69.6% | $75,177-67.4% |
| Participation rate | 98.7% | 55.3%+43.4pp | 67.0%+31.7pp | 67.2%+31.5pp |
| Annual return | 13.20% | 34.68%-21.5pp | 937.21%-924.0pp | 160.75%-147.6pp |
| Employer contribution / active EE | $1,309 | $1,699-23.0% | $2,724-51.9% | $2,671-51.0% |
| Participant deferral / active EE | $2,334 | $2,992-22.0% | $4,443-47.5% | $4,126-43.4% |
| Admin fee / account holder | $782 | $3,579-78.2% | $5,382-85.5% | $5,651-86.2% |