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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 | $10,170 | $80,731-87.4% | $103,374-90.2% | $74,546-86.4% |
| Participation rate | 93.2% | 65.7%+27.5pp | 74.5%+18.7pp | 67.2%+26.0pp |
| Annual return | 9.37% | 27.56%-18.2pp | 24.89%-15.5pp | 1366.03%-1356.7pp |
| Employer contribution / active EE | $0 | $3,158-100.0% | $3,869-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,282 | $3,860-40.9% | $5,058-54.9% | $4,347-47.5% |
| Admin fee / account holder | $1,915 | $2,369-19.2% | $8,394-77.2% | $1,944-1.5% |