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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 | $3,788 | $73,863-94.9% | $143,797-97.4% | $68,490-94.5% |
| Participation rate | 99.0% | 66.7%+32.3pp | 80.3%+18.6pp | 67.9%+31.1pp |
| Annual return | -21.51% | 0.91%-22.4pp | -0.04%-21.5pp | -7.85%-13.7pp |
| Employer contribution / active EE | $1,325 | $3,185-58.4% | $4,952-73.3% | $2,597-49.0% |
| Participant deferral / active EE | $1,211 | $3,385-64.2% | $5,638-78.5% | $4,028-69.9% |
| Admin fee / account holder | $318 | $5,756-94.5% | $14,679-97.8% | $5,403-94.1% |