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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,901 | $60,396-77.0% | $111,392-87.5% | $56,287-75.3% |
| Participation rate | 97.5% | 72.4%+25.0pp | 78.9%+18.6pp | 69.9%+27.6pp |
| Annual return | -9.20% | 20.26%-29.5pp | -2.06%-7.1pp | -9.96%+0.8pp |
| Employer contribution / active EE | $1,272 | $3,459-63.2% | $4,328-70.6% | $2,111-39.7% |
| Participant deferral / active EE | $2,787 | $4,421-37.0% | $5,567-49.9% | $3,350-16.8% |
| Admin fee / account holder | $309 | $610-49.3% | $12,266-97.5% | $521-40.7% |