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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% | $69,701-96.5% | $80,874-97.0% |
| Participation rate | 85.5% | 64.2%+21.2pp | 66.4%+19.0pp | 67.6%+17.8pp |
| Annual return | 6.30% | 19.07%-12.8pp | 100.32%-94.0pp | 35.62%-29.3pp |
| Employer contribution / active EE | $707 | $993-28.8% | $1,713-58.7% | $2,756-74.3% |
| Participant deferral / active EE | $1,997 | $1,839+8.6% | $2,887-30.8% | $4,297-53.5% |
| Admin fee / account holder | $404 | $2,488-83.8% | $4,717-91.4% | $6,935-94.2% |