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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 | $38,033 | $80,763-52.9% | $102,412-62.9% | $74,459-48.9% |
| Participation rate | 73.4% | 65.7%+7.7pp | 74.5%-1.1pp | 67.2%+6.2pp |
| Annual return | 10.14% | 27.57%-17.4pp | 24.94%-14.8pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $1,481 | $3,160-53.1% | $3,870-61.7% | $2,626-43.6% |
| Participant deferral / active EE | $3,483 | $3,862-9.8% | $5,060-31.2% | $4,350-19.9% |
| Admin fee / account holder | $3,821 | $2,371+61.1% | $8,388-54.4% | $1,945+96.5% |