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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 | $9,259 | $57,352-83.9% | $83,830-89.0% | $64,173-85.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -9.27% | 11.38%-20.7pp | 850.97%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $3,025 | $2,546+18.9% | $3,631-16.7% | $2,381+27.1% |
| Participant deferral / active EE | $2,380 | $2,993-20.5% | $4,082-41.7% | $3,470-31.4% |
| Admin fee / account holder | $1,091 | $4,046-73.0% | $5,479-80.1% | $4,887-77.7% |