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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 | $26,898 | $78,636-65.8% | $105,607-74.5% | $74,459-63.9% |
| Participation rate | 77.5% | 72.8%+4.8pp | 75.3%+2.2pp | 67.2%+10.3pp |
| Annual return | 47.84% | 15.96%+31.9pp | 116.11%-68.3pp | 1369.70%-1321.9pp |
| Employer contribution / active EE | $1,333 | $2,523-47.2% | $3,167-57.9% | $2,626-49.2% |
| Participant deferral / active EE | $2,723 | $4,322-37.0% | $5,011-45.7% | $4,350-37.4% |
| Admin fee / account holder | $4,950 | $2,220+123.0% | $10,958-54.8% | $1,945+154.6% |