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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 | $2,036 | $16,790-87.9% | $64,489-96.8% | $67,986-97.0% |
| Participation rate | 92.0% | 62.4%+29.6pp | 67.7%+24.3pp | 57.2%+34.8pp |
| Annual return | -42.06% | 30.55%-72.6pp | 55.03%-97.1pp | 31.67%-73.7pp |
| Employer contribution / active EE | $633 | $648-2.3% | $1,523-58.4% | $2,019-68.6% |
| Participant deferral / active EE | $1,599 | $1,510+5.9% | $2,778-42.4% | $3,358-52.4% |
| Admin fee / account holder | $406 | $1,690-76.0% | $4,260-90.5% | $3,203-87.3% |