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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 | $5,945 | $81,276-92.7% | $155,574-96.2% | $80,925-92.7% |
| Participation rate | 84.7% | 66.2%+18.4pp | 78.2%+6.5pp | 67.7%+17.0pp |
| Annual return | 8.79% | 33.36%-24.6pp | 64.87%-56.1pp | 35.65%-26.9pp |
| Employer contribution / active EE | $560 | $3,103-81.9% | $4,676-88.0% | $2,756-79.7% |
| Participant deferral / active EE | $1,532 | $3,453-55.6% | $5,629-72.8% | $4,299-64.4% |
| Admin fee / account holder | $486 | $7,993-93.9% | $15,914-96.9% | $6,940-93.0% |