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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 | $18,535 | $77,816-76.2% | $123,552-85.0% | $64,173-71.1% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.3%+16.6pp | 69.6%+29.3pp |
| Annual return | -11.27% | 12.49%-23.8pp | 119.20%-130.5pp | 7.63%-18.9pp |
| Employer contribution / active EE | $5,805 | $3,014+92.6% | $4,628+25.4% | $2,381+143.8% |
| Participant deferral / active EE | $5,328 | $5,240+1.7% | $6,426-17.1% | $3,470+53.6% |
| Admin fee / account holder | $1,448 | $5,519-73.8% | $9,285-84.4% | $4,887-70.4% |