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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 | $19,646-87.6% | $71,585-96.6% | $64,097-96.2% |
| Participation rate | 90.7% | 64.7%+26.0pp | 68.2%+22.5pp | 55.2%+35.5pp |
| Annual return | -8.32% | 36.81%-45.1pp | 59.26%-67.6pp | 34.64%-43.0pp |
| Employer contribution / active EE | $579 | $713-18.8% | $1,669-65.3% | $1,891-69.4% |
| Participant deferral / active EE | $1,308 | $1,665-21.4% | $2,923-55.3% | $3,080-57.5% |
| Admin fee / account holder | $670 | $1,850-63.8% | $4,712-85.8% | $3,454-80.6% |