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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 | $16,383 | $91,198-82.0% | $178,503-90.8% | $79,856-79.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.26% | 24.20%-16.9pp | 151.12%-143.9pp | 31.71%-24.5pp |
| Employer contribution / active EE | $2,387 | $3,257-26.7% | $5,011-52.4% | $2,471-3.4% |
| Participant deferral / active EE | $3,288 | $3,237+1.6% | $5,202-36.8% | $3,741-12.1% |
| Admin fee / account holder | $2,485 | $6,748-63.2% | $13,987-82.2% | $5,306-53.2% |