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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $20,587 | $85,515-75.9% | $112,040-81.6% | $67,986-69.7% |
| Participation rate | 84.6% | 68.2%+16.4pp | 76.5%+8.1pp | 57.2%+27.4pp |
| Annual return | 132.59% | 29.68%+102.9pp | 24.52%+108.1pp | 31.67%+100.9pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,296 | $4,014+81.8% | $5,098+43.1% | $3,358+117.3% |
| Admin fee / account holder | $550 | $3,774-85.4% | $12,098-95.5% | $3,203-82.8% |