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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 | $23,338 | $101,302-77.0% | $149,600-84.4% | $82,637-71.8% |
| Participation rate | 97.7% | 72.5%+25.2pp | 77.2%+20.5pp | 68.1%+29.6pp |
| Annual return | 11.05% | 21.39%-10.3pp | 129.59%-118.5pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $4,193-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,547 | $5,589-54.4% | $7,203-64.6% | $4,126-38.3% |
| Admin fee / account holder | $858 | $8,449-89.8% | $13,963-93.9% | $7,339-88.3% |