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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 | $3,232 | $55,472-94.2% | $155,567-97.9% | $74,546-95.7% |
| Participation rate | 88.6% | 61.9%+26.7pp | 78.2%+10.4pp | 67.2%+21.4pp |
| Annual return | 10.43% | 268.72%-258.3pp | 64.74%-54.3pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $686 | $2,269-69.8% | $4,674-85.3% | $2,624-73.9% |
| Participant deferral / active EE | $1,029 | $2,838-63.7% | $5,628-81.7% | $4,347-76.3% |
| Admin fee / account holder | $637 | $1,743-63.5% | $15,916-96.0% | $1,944-67.2% |