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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 | $2,442 | $16,790-85.5% | $64,489-96.2% | $67,986-96.4% |
| Participation rate | 90.7% | 62.4%+28.3pp | 67.7%+23.0pp | 57.2%+33.5pp |
| Annual return | -8.32% | 30.55%-38.9pp | 55.03%-63.3pp | 31.67%-40.0pp |
| Employer contribution / active EE | $579 | $648-10.6% | $1,523-62.0% | $2,019-71.3% |
| Participant deferral / active EE | $1,308 | $1,510-13.4% | $2,778-52.9% | $3,358-61.0% |
| Admin fee / account holder | $670 | $1,690-60.3% | $4,260-84.3% | $3,203-79.1% |