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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 | $14,884 | $55,002-72.9% | $59,887-75.1% | $56,287-73.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -6.80% | 1.13%-7.9pp | 3.46%-10.3pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,914 | $2,448-21.8% | $2,722-29.7% | $2,111-9.3% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $423 | $236+79.2% | $3,591-88.2% | $521-18.9% |