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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 | $30,360 | $43,504-30.2% | $68,612-55.8% | $56,289-46.1% |
| Participation rate | 71.6% | 67.8%+3.7pp | 72.2%-0.7pp | 69.9%+1.7pp |
| Annual return | -8.15% | -3.15%-5.0pp | -4.63%-3.5pp | -9.96%+1.8pp |
| Employer contribution / active EE | $1,825 | $1,525+19.7% | $2,625-30.5% | $2,111-13.5% |
| Participant deferral / active EE | $3,128 | $2,509+24.7% | $3,311-5.5% | $3,350-6.6% |
| Admin fee / account holder | $518 | $515+0.5% | $5,131-89.9% | $521-0.6% |