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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 | $60,850 | $65,092-6.5% | $143,799-57.7% | $66,938-9.1% |
| Participation rate | 84.6% | 65.2%+19.4pp | 80.3%+4.3pp | 69.8%+14.8pp |
| Annual return | -19.78% | -11.14%-8.6pp | -0.04%-19.7pp | 1.58%-21.4pp |
| Employer contribution / active EE | $2,891 | $2,362+22.4% | $4,952-41.6% | $2,545+13.6% |
| Participant deferral / active EE | $3,739 | $2,920+28.0% | $5,638-33.7% | $4,238-11.8% |
| Admin fee / account holder | $3,773 | $502+650.9% | $14,677-74.3% | $594+535.6% |