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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 | $5,337 | $160,040-96.7% | $147,096-96.4% | $145,877-96.3% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 7.14% | 98.49%-91.4pp | 419.75%-412.6pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,201 | $8,429-50.2% | $8,071-47.9% | $6,691-37.2% |
| Admin fee / account holder | $324 | $15,050-97.8% | $13,005-97.5% | $13,402-97.6% |