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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 | $2,433 | $25,014-90.3% | $69,632-96.5% | $80,959-97.0% |
| Participation rate | 85.5% | 64.2%+21.3pp | 66.4%+19.1pp | 67.7%+17.8pp |
| Annual return | 6.30% | 19.08%-12.8pp | 101.32%-95.0pp | 35.67%-29.4pp |
| Employer contribution / active EE | $707 | $991-28.6% | $1,708-58.6% | $2,757-74.3% |
| Participant deferral / active EE | $1,997 | $1,840+8.6% | $2,889-30.9% | $4,300-53.6% |
| Admin fee / account holder | $404 | $2,491-83.8% | $4,695-91.4% | $6,925-94.2% |