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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 | $43,496-86.1% | $161,489-96.3% | $64,340-90.6% |
| Participation rate | 83.0% | 53.5%+29.5pp | 78.7%+4.3pp | 55.2%+27.8pp |
| Annual return | 10.24% | 20.76%-10.5pp | 89.72%-79.5pp | 24.14%-13.9pp |
| Employer contribution / active EE | $995 | $1,431-30.5% | $4,268-76.7% | $1,862-46.6% |
| Participant deferral / active EE | $1,946 | $1,996-2.5% | $5,630-65.4% | $2,980-34.7% |
| Admin fee / account holder | $789 | $2,330-66.2% | $16,006-95.1% | $3,703-78.7% |