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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 | $42,910 | $57,590-25.5% | $86,233-50.2% | $82,448-48.0% |
| Participation rate | 97.1% | 57.9%+39.2pp | 69.0%+28.0pp | 68.1%+29.0pp |
| Annual return | 9.29% | 22.41%-13.1pp | 61.39%-52.1pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,845 | $3,080+187.2% | $4,559+94.0% | $4,139+113.7% |
| Admin fee / account holder | $4,247 | $4,730-10.2% | $8,342-49.1% | $7,234-41.3% |