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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 | $17,567 | $54,717-67.9% | $86,216-79.6% | $71,511-75.4% |
| Participation rate | 91.1% | 60.1%+31.0pp | 69.0%+22.1pp | 67.9%+23.1pp |
| Annual return | 10.08% | 20.07%-10.0pp | 1169.42%-1159.3pp | 28.86%-18.8pp |
| Employer contribution / active EE | $1,352 | $1,267+6.7% | $2,382-43.2% | $2,589-47.8% |
| Participant deferral / active EE | $3,134 | $3,110+0.8% | $3,986-21.4% | $4,291-26.9% |
| Admin fee / account holder | $4,840 | $1,922+151.8% | $6,853-29.4% | $1,588+204.7% |