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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 | $12,497 | $24,618-49.2% | $71,585-82.5% | $82,637-84.9% |
| Participation rate | 93.0% | 68.2%+24.8pp | 68.2%+24.8pp | 68.1%+24.9pp |
| Annual return | 12.21% | 93.17%-81.0pp | 59.26%-47.0pp | 53.51%-41.3pp |
| Employer contribution / active EE | $797 | $852-6.4% | $1,669-52.2% | $2,552-68.8% |
| Participant deferral / active EE | $1,982 | $1,720+15.2% | $2,923-32.2% | $4,126-52.0% |
| Admin fee / account holder | $1,031 | $3,285-68.6% | $4,712-78.1% | $7,339-86.0% |