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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 | $37,500 | $73,787-49.2% | $98,716-62.0% | $82,448-54.5% |
| Participation rate | 86.9% | 61.4%+25.5pp | 69.3%+17.6pp | 68.1%+18.8pp |
| Annual return | 5.00% | 18.57%-13.6pp | 31.81%-26.8pp | 41.64%-36.6pp |
| Employer contribution / active EE | $357 | $1,511-76.4% | $2,279-84.3% | $2,551-86.0% |
| Participant deferral / active EE | $1,779 | $3,081-42.3% | $4,048-56.1% | $4,139-57.0% |
| Admin fee / account holder | $2,268 | $6,500-65.1% | $8,703-73.9% | $7,234-68.6% |