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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 | $31,252 | $72,404-56.8% | $110,243-71.7% | $64,173-51.3% |
| Participation rate | 87.6% | 73.3%+14.3pp | 79.8%+7.8pp | 69.6%+18.1pp |
| Annual return | -8.23% | -6.29%-1.9pp | 314.76%-323.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,610 | $2,282+14.4% | $3,827-31.8% | $2,381+9.6% |
| Participant deferral / active EE | $4,115 | $3,469+18.6% | $4,672-11.9% | $3,470+18.6% |
| Admin fee / account holder | $2,663 | $5,664-53.0% | $8,548-68.8% | $4,887-45.5% |