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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 | $24,618 | $78,690-68.7% | $161,489-84.8% | $87,485-71.9% |
| Participation rate | 85.1% | 67.5%+17.7pp | 78.7%+6.4pp | 68.9%+16.2pp |
| Annual return | 12.24% | 32.74%-20.5pp | 89.72%-77.5pp | 26.06%-13.8pp |
| Employer contribution / active EE | $433 | $2,588-83.3% | $4,268-89.9% | $2,596-83.3% |
| Participant deferral / active EE | $3,048 | $3,311-7.9% | $5,630-45.9% | $4,274-28.7% |
| Admin fee / account holder | $1,112 | $6,724-83.5% | $16,006-93.1% | $7,775-85.7% |