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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 | $30,891 | $65,364-52.7% | $92,909-66.8% | $72,975-57.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -6.15% | 42.11%-48.3pp | 109.44%-115.6pp | 81.01%-87.2pp |
| Employer contribution / active EE | $6,949 | $2,594+167.9% | $3,653+90.2% | $2,440+184.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,541 | $4,251-63.7% | $5,795-73.4% | $5,124-69.9% |