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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 | $17,331 | $88,360-80.4% | $145,433-88.1% | $67,986-74.5% |
| Participation rate | 90.6% | 65.5%+25.2pp | 82.1%+8.5pp | 57.2%+33.4pp |
| Annual return | 13.03% | 63.15%-50.1pp | 66.58%-53.6pp | 31.67%-18.6pp |
| Employer contribution / active EE | $1,445 | $3,054-52.7% | $4,554-68.3% | $2,019-28.4% |
| Participant deferral / active EE | $2,901 | $5,932-51.1% | $7,897-63.3% | $3,358-13.6% |
| Admin fee / account holder | $5,972 | $3,313+80.2% | $13,129-54.5% | $3,203+86.4% |