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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 | $7,281 | $53,162-86.3% | $91,225-92.0% | $68,486-89.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -20.50% | -3.14%-17.4pp | 114.12%-134.6pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,596 | $1,709-6.6% | $2,851-44.0% | $2,597-38.5% |
| Participant deferral / active EE | $3,058 | $2,974+2.8% | $4,233-27.8% | $4,028-24.1% |
| Admin fee / account holder | $1,497 | $4,493-66.7% | $5,422-72.4% | $5,404-72.3% |