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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 | $44,746-96.4% | $88,179-98.2% | $64,097-97.5% |
| Participation rate | 80.5% | 39.8%+40.7pp | 69.1%+11.4pp | 55.2%+25.3pp |
| Annual return | -47.24% | 24.70%-71.9pp | 64.97%-112.2pp | 34.64%-81.9pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,123 | $2,072-45.8% | $4,614-75.7% | $3,080-63.5% |
| Admin fee / account holder | $960 | $3,437-72.1% | $7,673-87.5% | $3,454-72.2% |