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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 | $1,946 | $16,790-88.4% | $64,489-97.0% | $67,986-97.1% |
| Participation rate | 90.8% | 62.4%+28.4pp | 67.7%+23.1pp | 57.2%+33.6pp |
| Annual return | 9.82% | 30.55%-20.7pp | 55.03%-45.2pp | 31.67%-21.8pp |
| Employer contribution / active EE | $561 | $648-13.4% | $1,523-63.2% | $2,019-72.2% |
| Participant deferral / active EE | $864 | $1,510-42.8% | $2,778-68.9% | $3,358-74.3% |
| Admin fee / account holder | $674 | $1,690-60.1% | $4,260-84.2% | $3,203-79.0% |