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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 | $5,174 | $80,731-93.6% | $103,378-95.0% | $74,400-93.0% |
| Participation rate | 91.3% | 65.7%+25.6pp | 74.5%+16.8pp | 67.2%+24.0pp |
| Annual return | 7.71% | 27.56%-19.8pp | 24.91%-17.2pp | 1367.51%-1359.8pp |
| Employer contribution / active EE | $2,524 | $3,159-20.1% | $3,870-34.8% | $2,624-3.8% |
| Participant deferral / active EE | $2,978 | $3,862-22.9% | $5,058-41.1% | $4,348-31.5% |
| Admin fee / account holder | $1,093 | $2,369-53.9% | $8,401-87.0% | $1,944-43.8% |