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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 | $5,207 | $62,672-91.7% | $185,117-97.2% | $70,126-92.6% |
| Participation rate | 96.5% | 63.8%+32.7pp | 77.3%+19.2pp | 69.5%+27.0pp |
| Annual return | 5.35% | 40.79%-35.4pp | 40.50%-35.1pp | 73.15%-67.8pp |
| Employer contribution / active EE | $470 | $1,753-73.2% | $4,182-88.8% | $2,343-79.9% |
| Participant deferral / active EE | $1,478 | $3,272-54.8% | $5,045-70.7% | $3,332-55.6% |
| Admin fee / account holder | $307 | $3,932-92.2% | $8,159-96.2% | $4,645-93.4% |