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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 | $25,448 | $79,045-67.8% | $100,378-74.6% | $74,429-65.8% |
| Participation rate | 70.9% | 79.4%-8.6pp | 81.5%-10.6pp | 67.2%+3.7pp |
| Annual return | 12.32% | 20.61%-8.3pp | 49.41%-37.1pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $2,411 | $3,015-20.0% | $3,942-38.8% | $2,625-8.2% |
| Participant deferral / active EE | $4,595 | $7,751-40.7% | $8,087-43.2% | $4,348+5.7% |
| Admin fee / account holder | $4,850 | $1,335+263.3% | $7,899-38.6% | $1,944+149.4% |