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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 | $10,383 | $55,470-81.3% | $155,556-93.3% | $74,478-86.1% |
| Participation rate | 85.0% | 61.9%+23.1pp | 78.2%+6.8pp | 67.2%+17.8pp |
| Annual return | 8.87% | 269.80%-260.9pp | 64.84%-56.0pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $692 | $2,267-69.5% | $4,675-85.2% | $2,626-73.6% |
| Participant deferral / active EE | $1,576 | $2,838-44.5% | $5,631-72.0% | $4,350-63.8% |
| Admin fee / account holder | $1,236 | $1,744-29.1% | $15,885-92.2% | $1,946-36.5% |