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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 | $22,074 | $101,795-78.3% | $165,100-86.6% | $80,959-72.7% |
| Participation rate | 86.5% | 71.8%+14.7pp | 78.6%+7.9pp | 67.7%+18.8pp |
| Annual return | 8.28% | 16.73%-8.4pp | 70.21%-61.9pp | 35.67%-27.4pp |
| Employer contribution / active EE | $6,266 | $2,954+112.2% | $4,348+44.1% | $2,757+127.3% |
| Participant deferral / active EE | $2,139 | $4,476-52.2% | $6,035-64.6% | $4,300-50.3% |
| Admin fee / account holder | $3,294 | $8,221-59.9% | $12,696-74.1% | $6,925-52.4% |