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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 | $13,520 | $73,102-81.5% | $123,553-89.1% | $56,289-76.0% |
| Participation rate | 78.3% | 74.3%+3.9pp | 82.3%-4.0pp | 69.9%+8.4pp |
| Annual return | -16.28% | 3.01%-19.3pp | 119.21%-135.5pp | -9.96%-6.3pp |
| Employer contribution / active EE | $2,367 | $2,977-20.5% | $4,628-48.9% | $2,111+12.1% |
| Participant deferral / active EE | $7,636 | $5,423+40.8% | $6,426+18.8% | $3,350+128.0% |
| Admin fee / account holder | $414 | $554-25.3% | $9,284-95.5% | $521-20.6% |