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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 | $17,780 | $77,814-77.2% | $158,223-88.8% | $86,983-79.6% |
| Participation rate | 98.9% | 68.4%+30.5pp | 79.2%+19.7pp | 69.5%+29.4pp |
| Annual return | 5.93% | 30.54%-24.6pp | 52.09%-46.2pp | 25.83%-19.9pp |
| Employer contribution / active EE | $1,693 | $2,592-34.7% | $4,109-58.8% | $2,584-34.5% |
| Participant deferral / active EE | $2,419 | $3,270-26.0% | $5,467-55.8% | $4,194-42.3% |
| Admin fee / account holder | $4,656 | $5,879-20.8% | $16,047-71.0% | $7,856-40.7% |