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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 | $28,290 | $89,259-68.3% | $107,187-73.6% | $82,637-65.8% |
| Participation rate | 87.9% | 67.9%+19.9pp | 75.0%+12.9pp | 68.1%+19.8pp |
| Annual return | 10.05% | 21.02%-11.0pp | 204.55%-194.5pp | 53.51%-43.5pp |
| Employer contribution / active EE | $15,173 | $3,080+392.6% | $3,782+301.2% | $2,552+494.5% |
| Participant deferral / active EE | $1,971 | $4,037-51.2% | $5,096-61.3% | $4,126-52.2% |
| Admin fee / account holder | $11,484 | $7,381+55.6% | $9,162+25.3% | $7,339+56.5% |