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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 | $8,468 | $87,132-90.3% | $105,624-92.0% | $80,959-89.5% |
| Participation rate | 97.1% | 70.4%+26.7pp | 75.3%+21.9pp | 67.7%+29.5pp |
| Annual return | 9.95% | 17.03%-7.1pp | 116.20%-106.3pp | 35.67%-25.7pp |
| Employer contribution / active EE | $2,648 | $2,397+10.5% | $3,168-16.4% | $2,757-4.0% |
| Participant deferral / active EE | $1,695 | $3,985-57.5% | $5,013-66.2% | $4,300-60.6% |
| Admin fee / account holder | $1,163 | $8,449-86.2% | $10,961-89.4% | $6,925-83.2% |