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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 | $78,690-77.4% | $161,489-89.0% | $87,485-79.7% |
| Participation rate | 98.9% | 67.5%+31.4pp | 78.7%+20.2pp | 68.9%+30.0pp |
| Annual return | 5.93% | 32.74%-26.8pp | 89.72%-83.8pp | 26.06%-20.1pp |
| Employer contribution / active EE | $1,693 | $2,588-34.6% | $4,268-60.3% | $2,596-34.8% |
| Participant deferral / active EE | $2,419 | $3,311-26.9% | $5,630-57.0% | $4,274-43.4% |
| Admin fee / account holder | $4,656 | $6,724-30.7% | $16,006-70.9% | $7,775-40.1% |