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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 | $87,132-76.9% | $105,624-81.0% | $80,959-75.2% |
| Participation rate | 98.5% | 70.4%+28.1pp | 75.3%+23.3pp | 67.7%+30.9pp |
| Annual return | 10.00% | 17.03%-7.0pp | 116.20%-106.2pp | 35.67%-25.7pp |
| Employer contribution / active EE | $2,183 | $2,397-8.9% | $3,168-31.1% | $2,757-20.8% |
| Participant deferral / active EE | $2,324 | $3,985-41.7% | $5,013-53.6% | $4,300-46.0% |
| Admin fee / account holder | $2,871 | $8,449-66.0% | $10,961-73.8% | $6,925-58.5% |