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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 | $3,491 | $58,234-94.0% | $81,783-95.7% | $80,874-95.7% |
| Participation rate | 79.8% | 63.4%+16.3pp | 72.4%+7.4pp | 67.6%+12.1pp |
| Annual return | 7.65% | 41.70%-34.1pp | 775.05%-767.4pp | 35.62%-28.0pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,289 | $3,283-30.3% | $4,320-47.0% | $4,297-46.7% |
| Admin fee / account holder | $883 | $4,982-82.3% | $7,380-88.0% | $6,935-87.3% |