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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 | $10,639 | $84,236-87.4% | $170,435-93.8% | $70,126-84.8% |
| Participation rate | 89.6% | 70.8%+18.8pp | 83.6%+6.0pp | 69.5%+20.0pp |
| Annual return | 10.89% | 23.06%-12.2pp | 205.94%-195.0pp | 73.15%-62.3pp |
| Employer contribution / active EE | $777 | $3,387-77.1% | $5,432-85.7% | $2,343-66.8% |
| Participant deferral / active EE | $1,122 | $3,086-63.6% | $4,939-77.3% | $3,332-66.3% |
| Admin fee / account holder | $1,320 | $5,698-76.8% | $13,881-90.5% | $4,645-71.6% |