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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 | $9,612 | $52,884-81.8% | $84,753-88.7% | $55,167-82.6% |
| Participation rate | 71.1% | 67.5%+3.5pp | 76.6%-5.5pp | 69.0%+2.1pp |
| Annual return | 4.51% | 18.03%-13.5pp | 22.78%-18.3pp | 169.23%-164.7pp |
| Employer contribution / active EE | $1,842 | $2,233-17.5% | $3,574-48.5% | $1,963-6.1% |
| Participant deferral / active EE | $1,413 | $2,644-46.6% | $3,712-61.9% | $3,054-53.7% |
| Admin fee / account holder | $1,602 | $581+175.9% | $5,333-70.0% | $504+217.9% |