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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 | $1,805 | $44,984-96.0% | $85,009-97.9% | $74,546-97.6% |
| Participation rate | 82.3% | 49.4%+32.9pp | 67.5%+14.8pp | 67.2%+15.0pp |
| Annual return | 61.77% | 26.25%+35.5pp | 66.47%-4.7pp | 1366.03%-1304.3pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,445 | $2,733-47.1% | $4,522-68.0% | $4,347-66.8% |
| Admin fee / account holder | $341 | $2,208-84.5% | $6,153-94.4% | $1,944-82.4% |