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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 | $7,999 | $80,781-90.1% | $102,437-92.2% | $74,478-89.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 9.31% | 27.58%-18.3pp | 24.95%-15.6pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $6,365 | $3,160+101.4% | $3,871+64.4% | $2,626+142.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,307 | $2,372-44.9% | $8,388-84.4% | $1,946-32.8% |