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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 | $18,843 | $65,034-71.0% | $90,970-79.3% | $79,856-76.4% |
| Participation rate | 96.8% | 61.6%+35.2pp | 69.0%+27.8pp | 69.6%+27.1pp |
| Annual return | 7.75% | 30.45%-22.7pp | 134.60%-126.8pp | 31.71%-24.0pp |
| Employer contribution / active EE | $3,012 | $1,247+141.4% | $2,122+41.9% | $2,471+21.9% |
| Participant deferral / active EE | $2,462 | $2,512-2.0% | $3,373-27.0% | $3,741-34.2% |
| Admin fee / account holder | $391 | $4,536-91.4% | $5,961-93.4% | $5,306-92.6% |