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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 | $29,439 | $102,422-71.3% | $147,117-80.0% | $80,959-63.6% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 9.91% | 135.16%-125.2pp | 420.54%-410.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,814 | $3,717-51.2% | $4,932-63.2% | $2,757-34.2% |
| Participant deferral / active EE | $4,813 | $6,652-27.7% | $8,065-40.3% | $4,300+11.9% |
| Admin fee / account holder | $1,450 | $7,953-81.8% | $12,993-88.8% | $6,925-79.1% |