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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 | $29,319-73.7% | $52,425-85.3% | $82,448-90.6% |
| Participation rate | 88.7% | 46.9%+41.9pp | 55.6%+33.1pp | 68.1%+20.6pp |
| Annual return | 13.59% | 535.20%-521.6pp | 302.12%-288.5pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,113 | $586+260.3% | $914+131.1% | $2,551-17.2% |
| Participant deferral / active EE | $529 | $1,171-54.9% | $1,790-70.5% | $4,139-87.2% |
| Admin fee / account holder | $322 | $1,962-83.6% | $2,495-87.1% | $7,234-95.6% |