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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 | $3,478 | $59,456-94.2% | $93,669-96.3% | $74,429-95.3% |
| Participation rate | 85.0% | 59.6%+25.4pp | 68.7%+16.3pp | 67.2%+17.8pp |
| Annual return | 9.06% | 82.00%-72.9pp | 133.59%-124.5pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $971 | $1,266-23.3% | $2,424-59.9% | $2,625-63.0% |
| Participant deferral / active EE | $1,848 | $3,052-39.5% | $4,416-58.2% | $4,348-57.5% |
| Admin fee / account holder | $347 | $3,026-88.5% | $8,291-95.8% | $1,944-82.2% |