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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 | $72,499 | $115,931-37.5% | $185,441-60.9% | $86,983-16.7% |
| Participation rate | 84.4% | 73.6%+10.8pp | 80.3%+4.2pp | 69.5%+14.9pp |
| Annual return | 7.81% | 21.47%-13.7pp | 20.16%-12.4pp | 25.83%-18.0pp |
| Employer contribution / active EE | $5,074 | $2,937+72.8% | $4,672+8.6% | $2,584+96.3% |
| Participant deferral / active EE | $4,693 | $4,551+3.1% | $6,152-23.7% | $4,194+11.9% |
| Admin fee / account holder | $3,534 | $10,687-66.9% | $17,890-80.2% | $7,856-55.0% |