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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 | $1,617 | $48,050-96.6% | $96,754-98.3% | $64,340-97.5% |
| Participation rate | 80.5% | 40.6%+39.9pp | 70.3%+10.2pp | 55.2%+25.3pp |
| Annual return | -47.24% | 23.41%-70.7pp | 82.04%-129.3pp | 24.14%-71.4pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,123 | $2,191-48.8% | $4,758-76.4% | $2,980-62.3% |
| Admin fee / account holder | $960 | $3,741-74.3% | $8,905-89.2% | $3,703-74.1% |