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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 | $14,131 | $34,316-58.8% | $74,723-81.1% | $72,976-80.6% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 3.80% | 26.58%-22.8pp | 753.18%-749.4pp | 81.02%-77.2pp |
| Employer contribution / active EE | $1,548 | $692+123.8% | $1,084+42.8% | $2,440-36.6% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,962-100.0% | $3,608-100.0% |
| Admin fee / account holder | $727 | $2,125-65.8% | $3,335-78.2% | $5,124-85.8% |