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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 | $11,013 | $64,359-82.9% | $90,161-87.8% | $70,126-84.3% |
| Participation rate | 79.2% | 70.4%+8.7pp | 76.9%+2.3pp | 69.5%+9.6pp |
| Annual return | 13.52% | 28.13%-14.6pp | 34.89%-21.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $2,506 | $2,046+22.5% | $3,318-24.5% | $2,343+7.0% |
| Participant deferral / active EE | $1,838 | $4,389-58.1% | $5,287-65.2% | $3,332-44.8% |
| Admin fee / account holder | $839 | $3,945-78.7% | $5,943-85.9% | $4,645-81.9% |