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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 | $25,563 | $85,171-70.0% | $172,753-85.2% | $72,976-65.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.06% | 27.32%-22.3pp | 803.00%-797.9pp | 81.02%-76.0pp |
| Employer contribution / active EE | $1,744 | $3,324-47.5% | $5,144-66.1% | $2,440-28.5% |
| Participant deferral / active EE | $2,793 | $3,260-14.3% | $5,198-46.3% | $3,608-22.6% |
| Admin fee / account holder | $5,741 | $5,880-2.4% | $13,956-58.9% | $5,124+12.0% |