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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 | $15,041 | $57,305-73.8% | $86,640-82.6% | $75,173-80.0% |
| Participation rate | 96.4% | 63.2%+33.2pp | 71.7%+24.7pp | 67.2%+29.2pp |
| Annual return | 11.36% | 2674.24%-2662.9pp | 592.52%-581.2pp | 160.72%-149.4pp |
| Employer contribution / active EE | $1,062 | $2,316-54.2% | $3,024-64.9% | $2,671-60.2% |
| Participant deferral / active EE | $2,153 | $3,320-35.1% | $4,438-51.5% | $4,126-47.8% |
| Admin fee / account holder | $2,535 | $4,116-38.4% | $5,616-54.9% | $5,651-55.1% |