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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 | $16,397 | $81,358-79.8% | $155,556-89.5% | $80,959-79.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.98% | 33.39%-23.4pp | 64.84%-54.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,735 | $3,106-44.1% | $4,675-62.9% | $2,757-37.1% |
| Participant deferral / active EE | $1,722 | $3,455-50.2% | $5,631-69.4% | $4,300-60.0% |
| Admin fee / account holder | $8,691 | $7,994+8.7% | $15,885-45.3% | $6,925+25.5% |