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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 | $108,825-33.4% | $156,181-53.6% | $82,448-12.1% |
| Participation rate | 84.4% | 72.4%+12.0pp | 78.8%+5.6pp | 68.1%+16.3pp |
| Annual return | 7.81% | 20.59%-12.8pp | 64.87%-57.1pp | 41.64%-33.8pp |
| Employer contribution / active EE | $5,074 | $2,870+76.8% | $4,294+18.2% | $2,551+98.9% |
| Participant deferral / active EE | $4,693 | $4,577+2.5% | $6,132-23.5% | $4,139+13.4% |
| Admin fee / account holder | $3,534 | $9,341-62.2% | $14,586-75.8% | $7,234-51.2% |