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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 | $11,265 | $44,873-74.9% | $79,476-85.8% | $56,287-80.0% |
| Participation rate | 86.2% | 68.7%+17.5pp | 73.3%+12.9pp | 69.9%+16.4pp |
| Annual return | -10.17% | 0.81%-11.0pp | 718.21%-728.4pp | -9.96%-0.2pp |
| Employer contribution / active EE | $1,496 | $2,140-30.1% | $2,800-46.6% | $2,111-29.2% |
| Participant deferral / active EE | $3,933 | $2,746+43.2% | $3,704+6.2% | $3,350+17.4% |
| Admin fee / account holder | $885 | $418+111.5% | $5,113-82.7% | $521+69.9% |