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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 | $5,691 | $49,280-88.5% | $67,313-91.5% | $64,173-91.1% |
| Participation rate | 88.2% | 60.8%+27.4pp | 69.1%+19.1pp | 69.6%+18.6pp |
| Annual return | -11.70% | -1.39%-10.3pp | -4.08%-7.6pp | 7.63%-19.3pp |
| Employer contribution / active EE | $449 | $1,668-73.1% | $2,566-82.5% | $2,381-81.1% |
| Participant deferral / active EE | $2,654 | $2,484+6.8% | $3,568-25.6% | $3,470-23.5% |
| Admin fee / account holder | $451 | $3,863-88.3% | $4,507-90.0% | $4,887-90.8% |