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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 | $17,722 | $91,474-80.6% | $135,982-87.0% | $71,529-75.2% |
| Participation rate | 86.1% | 75.7%+10.4pp | 81.9%+4.1pp | 67.9%+18.1pp |
| Annual return | 14.77% | 29.89%-15.1pp | 68.32%-53.6pp | 28.97%-14.2pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,362 | $7,095-52.6% | $7,760-56.7% | $4,291-21.7% |
| Admin fee / account holder | $1,402 | $1,267+10.6% | $10,767-87.0% | $1,588-11.8% |