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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 | $17,755 | $60,349-70.6% | $74,184-76.1% | $62,881-71.8% |
| Participation rate | 94.0% | 72.7%+21.3pp | 76.6%+17.4pp | 69.3%+24.7pp |
| Annual return | 3.33% | 21.38%-18.0pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $803 | $1,680-52.2% | $2,370-66.1% | $2,281-64.8% |
| Participant deferral / active EE | $2,214 | $2,856-22.5% | $3,550-37.6% | $3,203-30.9% |
| Admin fee / account holder | $1,155 | $4,261-72.9% | $5,586-79.3% | $4,296-73.1% |