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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 | $6,046 | $45,343-86.7% | $150,298-96.0% | $67,986-91.1% |
| Participation rate | 83.0% | 51.9%+31.2pp | 77.8%+5.3pp | 57.2%+25.8pp |
| Annual return | 10.24% | 33.28%-23.0pp | 62.79%-52.5pp | 31.67%-21.4pp |
| Employer contribution / active EE | $995 | $1,462-32.0% | $4,154-76.1% | $2,019-50.7% |
| Participant deferral / active EE | $1,946 | $2,055-5.3% | $5,453-64.3% | $3,358-42.0% |
| Admin fee / account holder | $789 | $2,250-64.9% | $14,116-94.4% | $3,203-75.4% |