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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 | $4,200 | $16,790-75.0% | $64,489-93.5% | $67,986-93.8% |
| Participation rate | 87.7% | 62.4%+25.3pp | 67.7%+20.0pp | 57.2%+30.5pp |
| Annual return | 15.54% | 30.55%-15.0pp | 55.03%-39.5pp | 31.67%-16.1pp |
| Employer contribution / active EE | $756 | $648+16.8% | $1,523-50.3% | $2,019-62.5% |
| Participant deferral / active EE | $1,598 | $1,510+5.8% | $2,778-42.5% | $3,358-52.4% |
| Admin fee / account holder | $1,324 | $1,690-21.6% | $4,260-68.9% | $3,203-58.7% |