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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 | $7,718 | $28,624-73.0% | $53,647-85.6% | $82,637-90.7% |
| Participation rate | 88.7% | 47.3%+41.4pp | 56.3%+32.4pp | 68.1%+20.7pp |
| Annual return | 13.59% | 664.98%-651.4pp | 358.33%-344.7pp | 53.51%-39.9pp |
| Employer contribution / active EE | $2,113 | $637+231.9% | $962+119.6% | $2,552-17.2% |
| Participant deferral / active EE | $529 | $1,196-55.8% | $1,813-70.8% | $4,126-87.2% |
| Admin fee / account holder | $322 | $2,022-84.1% | $2,460-86.9% | $7,339-95.6% |