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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 | $14,528 | $58,391-75.1% | $76,657-81.0% | $72,975-80.1% |
| Participation rate | 91.1% | 67.4%+23.7pp | 72.1%+19.0pp | 69.5%+21.6pp |
| Annual return | 15.76% | 2306.65%-2290.9pp | 1166.74%-1151.0pp | 81.01%-65.2pp |
| Employer contribution / active EE | $393 | $1,787-78.0% | $2,303-82.9% | $2,440-83.9% |
| Participant deferral / active EE | $1,209 | $2,690-55.1% | $3,335-63.8% | $3,608-66.5% |
| Admin fee / account holder | $599 | $4,014-85.1% | $6,423-90.7% | $5,124-88.3% |