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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 | $23,338 | $107,079-78.2% | $151,266-84.6% | $87,485-73.3% |
| Participation rate | 97.7% | 71.1%+26.6pp | 77.0%+20.7pp | 68.9%+28.7pp |
| Annual return | 11.05% | 22.17%-11.1pp | 180.60%-169.5pp | 26.06%-15.0pp |
| Employer contribution / active EE | $0 | $3,174-100.0% | $4,237-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,547 | $5,789-56.0% | $7,337-65.3% | $4,274-40.4% |
| Admin fee / account holder | $858 | $8,059-89.4% | $13,159-93.5% | $7,775-89.0% |