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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 | $3,517 | $19,646-82.1% | $71,585-95.1% | $64,097-94.5% |
| Participation rate | 92.5% | 64.7%+27.8pp | 68.2%+24.4pp | 55.2%+37.3pp |
| Annual return | 13.80% | 36.81%-23.0pp | 59.26%-45.5pp | 34.64%-20.8pp |
| Employer contribution / active EE | $573 | $713-19.7% | $1,669-65.7% | $1,891-69.7% |
| Participant deferral / active EE | $1,399 | $1,665-15.9% | $2,923-52.1% | $3,080-54.6% |
| Admin fee / account holder | $768 | $1,850-58.5% | $4,712-83.7% | $3,454-77.8% |