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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 | $16,028 | $76,834-79.1% | $108,359-85.2% | $87,485-81.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 11.67% | 19.09%-7.4pp | 36.89%-25.2pp | 26.06%-14.4pp |
| Employer contribution / active EE | $2,677 | $1,556+72.0% | $2,399+11.6% | $2,596+3.1% |
| Participant deferral / active EE | $1,328 | $3,100-57.2% | $4,137-67.9% | $4,274-68.9% |
| Admin fee / account holder | $1,626 | $6,537-75.1% | $9,741-83.3% | $7,775-79.1% |