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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 | $35,361 | $65,440-46.0% | $98,506-64.1% | $85,851-58.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | -50.89% | 21.75%-72.6pp | 1494.92%-1545.8pp | 318.63%-369.5pp |
| Employer contribution / active EE | $19,153 | $2,169+783.0% | $2,961+546.8% | $2,565+646.6% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,481 | $4,596-67.8% | $5,955-75.1% | $6,261-76.3% |