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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 | $4,357 | $48,267-91.0% | $68,808-93.7% | $68,486-93.6% |
| Participation rate | 83.1% | 60.7%+22.5pp | 69.0%+14.1pp | 67.9%+15.2pp |
| Annual return | -21.28% | -12.70%-8.6pp | -6.37%-14.9pp | -7.85%-13.4pp |
| Employer contribution / active EE | $678 | $1,829-62.9% | $2,656-74.5% | $2,597-73.9% |
| Participant deferral / active EE | $1,436 | $2,867-49.9% | $3,942-63.6% | $4,028-64.3% |
| Admin fee / account holder | $314 | $4,362-92.8% | $4,936-93.6% | $5,404-94.2% |