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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 | $36,634 | $72,273-49.3% | $101,275-63.8% | $79,856-54.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -92.08% | 22.30%-114.4pp | 46.48%-138.6pp | 31.71%-123.8pp |
| Employer contribution / active EE | $17,778 | $2,691+560.6% | $3,660+385.7% | $2,471+619.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,015 | $4,401+82.1% | $5,948+34.7% | $5,306+51.0% |