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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 | $14,359 | $65,557-78.1% | $105,738-86.4% | $56,287-74.5% |
| Participation rate | 92.5% | 63.4%+29.0pp | 76.3%+16.1pp | 69.9%+22.6pp |
| Annual return | -15.31% | -1.32%-14.0pp | 6.27%-21.6pp | -9.96%-5.4pp |
| Employer contribution / active EE | $2,990 | $1,788+67.2% | $3,268-8.5% | $2,111+41.6% |
| Participant deferral / active EE | $5,000 | $2,418+106.8% | $4,080+22.5% | $3,350+49.3% |
| Admin fee / account holder | $406 | $561-27.8% | $6,913-94.1% | $521-22.2% |