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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 | $20,369 | $102,385-80.1% | $147,080-86.2% | $80,935-74.8% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.2pp |
| Annual return | 9.31% | 135.09%-125.8pp | 420.17%-410.9pp | 35.66%-26.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,141 | $6,651+37.4% | $8,066+13.3% | $4,299+112.6% |
| Admin fee / account holder | $9,120 | $7,951+14.7% | $12,989-29.8% | $6,924+31.7% |