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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 | $26,101 | $80,731-67.7% | $103,374-74.8% | $74,546-65.0% |
| Participation rate | 88.5% | 65.7%+22.8pp | 74.5%+14.0pp | 67.2%+21.3pp |
| Annual return | 11.02% | 27.56%-16.5pp | 24.89%-13.9pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $1,056 | $3,158-66.6% | $3,869-72.7% | $2,624-59.8% |
| Participant deferral / active EE | $2,989 | $3,860-22.6% | $5,058-40.9% | $4,347-31.2% |
| Admin fee / account holder | $1,231 | $2,369-48.0% | $8,394-85.3% | $1,944-36.7% |