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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 | $58,734 | $49,976+17.5% | $66,674-11.9% | $82,637-28.9% |
| Participation rate | 96.9% | 63.1%+33.8pp | 73.7%+23.2pp | 68.1%+28.8pp |
| Annual return | 13.12% | 39.09%-26.0pp | 321.24%-308.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $8,333 | $1,988+319.1% | $2,620+218.1% | $2,552+226.5% |
| Participant deferral / active EE | $828 | $2,847-70.9% | $4,084-79.7% | $4,126-79.9% |
| Admin fee / account holder | $3,411 | $4,594-25.7% | $5,098-33.1% | $7,339-53.5% |