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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 | $5,786 | $84,482-93.2% | $125,363-95.4% | $66,930-91.4% |
| Participation rate | 90.0% | 76.4%+13.6pp | 82.4%+7.6pp | 69.8%+20.2pp |
| Annual return | -27.57% | -8.49%-19.1pp | 572.15%-599.7pp | 1.57%-29.1pp |
| Employer contribution / active EE | $1,897 | $3,553-46.6% | $4,815-60.6% | $2,545-25.4% |
| Participant deferral / active EE | $3,812 | $6,782-43.8% | $7,447-48.8% | $4,238-10.0% |
| Admin fee / account holder | $400 | $685-41.6% | $10,005-96.0% | $593-32.6% |