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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 | $26,535 | $79,184-66.5% | $102,438-74.1% | $74,546-64.4% |
| Participation rate | 86.1% | 74.8%+11.4pp | 76.5%+9.6pp | 67.2%+18.9pp |
| Annual return | 16.04% | 54.95%-38.9pp | 29.37%-13.3pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $1,742 | $2,362-26.3% | $3,024-42.4% | $2,624-33.6% |
| Participant deferral / active EE | $2,355 | $4,414-46.7% | $5,054-53.4% | $4,347-45.8% |
| Admin fee / account holder | $1,542 | $2,001-23.0% | $9,448-83.7% | $1,944-20.7% |