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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 | $45,312-96.4% | $86,233-98.1% | $67,986-97.6% |
| Participation rate | 80.5% | 42.4%+38.1pp | 69.0%+11.5pp | 57.2%+23.3pp |
| Annual return | -47.24% | 24.79%-72.0pp | 61.39%-108.6pp | 31.67%-78.9pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,123 | $2,185-48.6% | $4,559-75.4% | $3,358-66.6% |
| Admin fee / account holder | $960 | $3,295-70.9% | $8,342-88.5% | $3,203-70.0% |