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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 | $12,387 | $84,493-85.3% | $125,381-90.1% | $66,938-81.5% |
| Participation rate | 92.3% | 76.4%+15.9pp | 82.4%+9.9pp | 69.8%+22.5pp |
| Annual return | -18.26% | -8.49%-9.8pp | 572.31%-590.6pp | 1.58%-19.8pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,973 | $6,783+61.8% | $7,448+47.3% | $4,238+158.9% |
| Admin fee / account holder | $2,564 | $685+274.3% | $10,007-74.4% | $594+332.0% |