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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 | $7,694 | $77,638-90.1% | $156,551-95.1% | $62,881-87.8% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.1pp | 69.3%+27.8pp |
| Annual return | -0.64% | 50.33%-51.0pp | 32.23%-32.9pp | 20.14%-20.8pp |
| Employer contribution / active EE | $823 | $3,444-76.1% | $5,501-85.0% | $2,281-63.9% |
| Participant deferral / active EE | $2,046 | $3,046-32.8% | $4,871-58.0% | $3,203-36.1% |
| Admin fee / account holder | $506 | $5,561-90.9% | $13,028-96.1% | $4,296-88.2% |