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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 | $16,296 | $86,298-81.1% | $111,308-85.4% | $85,847-81.0% |
| Participation rate | 98.8% | 73.3%+25.5pp | 77.3%+21.5pp | 69.3%+29.5pp |
| Annual return | -69.04% | 19.99%-89.0pp | 54.67%-123.7pp | 318.61%-387.6pp |
| Employer contribution / active EE | $6,080 | $2,044+197.5% | $2,732+122.6% | $2,565+137.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,562 | $8,189-80.9% | $7,965-80.4% | $6,261-75.1% |