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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 | $3,833 | $58,627-93.5% | $76,735-95.0% | $82,448-95.4% |
| Participation rate | 81.9% | 63.2%+18.7pp | 69.5%+12.4pp | 68.1%+13.8pp |
| Annual return | 12.96% | 39.10%-26.1pp | 29.77%-16.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $383 | $1,729-77.8% | $2,454-84.4% | $2,551-85.0% |
| Participant deferral / active EE | $2,012 | $3,134-35.8% | $4,088-50.8% | $4,139-51.4% |
| Admin fee / account holder | $705 | $5,323-86.7% | $7,189-90.2% | $7,234-90.2% |