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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 | $2,370 | $50,947-95.3% | $74,551-96.8% | $64,173-96.3% |
| Participation rate | 91.4% | 61.1%+30.4pp | 69.1%+22.3pp | 69.6%+21.9pp |
| Annual return | -15.23% | -1.85%-13.4pp | 32.53%-47.8pp | 7.63%-22.9pp |
| Employer contribution / active EE | $1,219 | $1,115+9.3% | $1,961-37.8% | $2,381-48.8% |
| Participant deferral / active EE | $2,415 | $2,302+4.9% | $3,108-22.3% | $3,470-30.4% |
| Admin fee / account holder | $418 | $4,221-90.1% | $5,059-91.7% | $4,887-91.4% |