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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 | $18,798 | $85,766-78.1% | $136,298-86.2% | $70,126-73.2% |
| Participation rate | 91.9% | 74.2%+17.7pp | 81.9%+10.0pp | 69.5%+22.4pp |
| Annual return | 11.04% | 31.46%-20.4pp | 5156.27%-5145.2pp | 73.15%-62.1pp |
| Employer contribution / active EE | $2,391 | $2,966-19.4% | $4,696-49.1% | $2,343+2.1% |
| Participant deferral / active EE | $4,803 | $5,051-4.9% | $6,247-23.1% | $3,332+44.1% |
| Admin fee / account holder | $4,766 | $5,421-12.1% | $9,244-48.4% | $4,645+2.6% |