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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 | $32,515 | $51,638-37.0% | $68,368-52.4% | $82,448-60.6% |
| Participation rate | 95.7% | 63.6%+32.0pp | 73.8%+21.9pp | 68.1%+27.6pp |
| Annual return | 12.88% | 37.53%-24.7pp | 292.57%-279.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,654 | $2,047-19.2% | $2,649-37.6% | $2,551-35.2% |
| Participant deferral / active EE | $3,603 | $2,914+23.7% | $4,123-12.6% | $4,139-13.0% |
| Admin fee / account holder | $11,916 | $4,643+156.6% | $5,150+131.4% | $7,234+64.7% |