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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 | $51,398 | $79,181-35.1% | $102,423-49.8% | $74,429-30.9% |
| Participation rate | 92.0% | 74.8%+17.2pp | 76.5%+15.5pp | 67.2%+24.8pp |
| Annual return | 10.05% | 54.97%-44.9pp | 29.42%-19.4pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $1,638 | $2,362-30.6% | $3,023-45.8% | $2,625-37.6% |
| Participant deferral / active EE | $3,456 | $4,416-21.7% | $5,054-31.6% | $4,348-20.5% |
| Admin fee / account holder | $4,222 | $2,002+110.9% | $9,455-55.3% | $1,944+117.2% |