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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 | $12,531 | $49,280-74.6% | $67,313-81.4% | $64,173-80.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -8.84% | -1.39%-7.4pp | -4.08%-4.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $4,304 | $1,668+158.0% | $2,566+67.8% | $2,381+80.8% |
| Participant deferral / active EE | $1,184 | $2,484-52.3% | $3,568-66.8% | $3,470-65.9% |
| Admin fee / account holder | $875 | $3,863-77.3% | $4,507-80.6% | $4,887-82.1% |