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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 | $32,651 | $79,169-58.8% | $100,415-67.5% | $74,478-56.2% |
| Participation rate | 85.3% | 79.4%+5.9pp | 81.5%+3.8pp | 67.2%+18.1pp |
| Annual return | 46.94% | 20.51%+26.4pp | 49.47%-2.5pp | 1370.56%-1323.6pp |
| Employer contribution / active EE | $2,797 | $3,017-7.3% | $3,943-29.1% | $2,626+6.5% |
| Participant deferral / active EE | $5,947 | $7,751-23.3% | $8,091-26.5% | $4,350+36.7% |
| Admin fee / account holder | $1,307 | $1,337-2.3% | $7,906-83.5% | $1,946-32.8% |