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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 | $1,667 | $23,330-92.9% | $64,489-97.4% | $82,448-98.0% |
| Participation rate | 87.7% | 68.3%+19.4pp | 67.7%+20.0pp | 68.1%+19.6pp |
| Annual return | 3.01% | 83.66%-80.6pp | 55.03%-52.0pp | 41.64%-38.6pp |
| Employer contribution / active EE | $581 | $824-29.5% | $1,523-61.8% | $2,551-77.2% |
| Participant deferral / active EE | $940 | $1,707-45.0% | $2,778-66.2% | $4,139-77.3% |
| Admin fee / account holder | $983 | $2,946-66.6% | $4,260-76.9% | $7,234-86.4% |