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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 | $4,739 | $56,287-91.6% | $80,977-94.1% | $62,881-92.5% |
| Participation rate | 90.1% | 68.9%+21.2pp | 75.8%+14.3pp | 69.3%+20.8pp |
| Annual return | 4.43% | 22.13%-17.7pp | 17.11%-12.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $967 | $1,943-50.2% | $3,715-74.0% | $2,281-57.6% |
| Participant deferral / active EE | $1,987 | $4,196-52.6% | $5,696-65.1% | $3,203-38.0% |
| Admin fee / account holder | $644 | $3,742-82.8% | $5,517-88.3% | $4,296-85.0% |