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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 | $18,859 | $75,962-75.2% | $154,108-87.8% | $64,173-70.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.02% | 30.32%-38.3pp | 735.21%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $4,908 | $3,350+46.5% | $5,298-7.4% | $2,381+106.1% |
| Participant deferral / active EE | $2,265 | $3,175-28.7% | $5,081-55.4% | $3,470-34.7% |
| Admin fee / account holder | $840 | $5,589-85.0% | $13,411-93.7% | $4,887-82.8% |