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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 | $13,753 | $82,674-83.4% | $125,381-89.0% | $68,486-79.9% |
| Participation rate | 94.1% | 75.1%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -20.06% | -5.97%-14.1pp | 572.31%-592.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $2,808 | $3,382-17.0% | $4,815-41.7% | $2,597+8.1% |
| Participant deferral / active EE | $4,537 | $6,111-25.8% | $7,448-39.1% | $4,028+12.7% |
| Admin fee / account holder | $1,020 | $6,277-83.8% | $10,007-89.8% | $5,404-81.1% |