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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 | $3,168 | $65,582-95.2% | $64,097-95.1% | $71,529-95.6% |
| Participation rate | 97.9% | 73.2%+24.8pp | 72.3%+25.6pp | 67.9%+30.0pp |
| Annual return | 3.55% | 18.96%-15.4pp | 33.75%-30.2pp | 28.97%-25.4pp |
| Employer contribution / active EE | $1,628 | $2,671-39.0% | $2,750-40.8% | $2,590-37.1% |
| Participant deferral / active EE | $1,516 | $3,628-58.2% | $3,881-61.0% | $4,291-64.7% |
| Admin fee / account holder | $801 | $616+30.0% | $3,070-73.9% | $1,588-49.6% |