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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 | $99,500 | $57,828+72.1% | $117,039-15.0% | $70,126+41.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 10.57% | 17.55%-7.0pp | 18.95%-8.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $3,869 | $1,816+113.0% | $3,785+2.2% | $2,343+65.1% |
| Participant deferral / active EE | $4,935 | $2,438+102.4% | $3,929+25.6% | $3,332+48.1% |
| Admin fee / account holder | $8,536 | $3,548+140.6% | $5,974+42.9% | $4,645+83.7% |