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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 | $18,453 | $75,541-75.6% | $152,093-87.9% | $82,637-77.7% |
| Participation rate | 70.2% | 66.5%+3.6pp | 77.8%-7.6pp | 68.1%+2.1pp |
| Annual return | 12.77% | 32.56%-19.8pp | 66.36%-53.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,775 | $3,206-44.6% | $5,451-67.4% | $4,126-57.0% |
| Admin fee / account holder | $849 | $6,405-86.7% | $14,497-94.1% | $7,339-88.4% |