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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 | $18,301 | $98,760-81.5% | $149,715-87.8% | $79,858-77.1% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.2pp |
| Annual return | 11.03% | 27.43%-16.4pp | 276.66%-265.6pp | 31.72%-20.7pp |
| Employer contribution / active EE | $2,136 | $3,217-33.6% | $4,645-54.0% | $2,471-13.5% |
| Participant deferral / active EE | $3,060 | $5,681-46.1% | $6,842-55.3% | $3,740-18.2% |
| Admin fee / account holder | $367 | $6,053-93.9% | $9,310-96.1% | $5,306-93.1% |