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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 | $5,812 | $73,848-92.1% | $143,799-96.0% | $68,486-91.5% |
| Participation rate | 82.6% | 66.7%+15.9pp | 80.3%+2.2pp | 67.9%+14.7pp |
| Annual return | -20.82% | 0.91%-21.7pp | -0.04%-20.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,460 | $3,184-54.1% | $4,952-70.5% | $2,597-43.8% |
| Participant deferral / active EE | $1,123 | $3,385-66.8% | $5,638-80.1% | $4,028-72.1% |
| Admin fee / account holder | $810 | $5,755-85.9% | $14,677-94.5% | $5,404-85.0% |