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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 | $9,123 | $73,863-87.6% | $143,797-93.7% | $68,490-86.7% |
| Participation rate | 90.2% | 66.7%+23.6pp | 80.3%+9.9pp | 67.9%+22.3pp |
| Annual return | -33.02% | 0.91%-33.9pp | -0.04%-33.0pp | -7.85%-25.2pp |
| Employer contribution / active EE | $2,338 | $3,185-26.6% | $4,952-52.8% | $2,597-10.0% |
| Participant deferral / active EE | $4,230 | $3,385+25.0% | $5,638-25.0% | $4,028+5.0% |
| Admin fee / account holder | $660 | $5,756-88.5% | $14,679-95.5% | $5,403-87.8% |