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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 | $21,442 | $86,655-75.3% | $119,608-82.1% | $66,930-68.0% |
| Participation rate | 95.2% | 75.6%+19.7pp | 79.3%+16.0pp | 69.8%+25.4pp |
| Annual return | -19.97% | -8.00%-12.0pp | -14.98%-5.0pp | 1.57%-21.5pp |
| Employer contribution / active EE | $4,771 | $2,536+88.1% | $4,232+12.7% | $2,545+87.5% |
| Participant deferral / active EE | $9,872 | $4,358+126.5% | $5,601+76.2% | $4,238+133.0% |
| Admin fee / account holder | $1,455 | $755+92.8% | $10,326-85.9% | $593+145.2% |