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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 | $3,440 | $24,618-86.0% | $71,585-95.2% | $82,637-95.8% |
| Participation rate | 93.9% | 68.2%+25.7pp | 68.2%+25.7pp | 68.1%+25.8pp |
| Annual return | -17.43% | 93.17%-110.6pp | 59.26%-76.7pp | 53.51%-70.9pp |
| Employer contribution / active EE | $664 | $852-22.1% | $1,669-60.2% | $2,552-74.0% |
| Participant deferral / active EE | $721 | $1,720-58.1% | $2,923-75.3% | $4,126-82.5% |
| Admin fee / account holder | $424 | $3,285-87.1% | $4,712-91.0% | $7,339-94.2% |