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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 | $58,311-94.0% | $81,882-95.7% | $80,959-95.7% |
| Participation rate | 79.8% | 63.5%+16.3pp | 72.4%+7.4pp | 67.7%+12.1pp |
| Annual return | 7.65% | 41.85%-34.2pp | 779.47%-771.8pp | 35.67%-28.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,289 | $3,287-30.4% | $4,323-47.1% | $4,300-46.8% |
| Admin fee / account holder | $883 | $4,752-81.4% | $7,360-88.0% | $6,925-87.2% |