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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 | $20,104 | $87,060-76.9% | $105,591-81.0% | $80,911-75.2% |
| Participation rate | 98.5% | 70.4%+28.1pp | 75.3%+23.2pp | 67.6%+30.9pp |
| Annual return | 10.00% | 17.05%-7.0pp | 116.43%-106.4pp | 35.63%-25.6pp |
| Employer contribution / active EE | $2,183 | $2,396-8.9% | $3,166-31.1% | $2,756-20.8% |
| Participant deferral / active EE | $2,324 | $3,986-41.7% | $5,008-53.6% | $4,297-45.9% |
| Admin fee / account holder | $2,871 | $8,442-66.0% | $11,024-74.0% | $6,935-58.6% |