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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 | $2,297 | $45,900-95.0% | $94,057-97.6% | $64,340-96.4% |
| Participation rate | 80.7% | 50.6%+30.1pp | 73.3%+7.3pp | 55.2%+25.4pp |
| Annual return | 11.18% | 50.47%-39.3pp | 480.62%-469.4pp | 24.14%-13.0pp |
| Employer contribution / active EE | $2,430 | $1,612+50.7% | $2,933-17.2% | $1,862+30.5% |
| Participant deferral / active EE | $1,044 | $2,102-50.3% | $4,709-77.8% | $2,980-65.0% |
| Admin fee / account holder | $1,057 | $3,143-66.4% | $7,244-85.4% | $3,703-71.5% |