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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 | $18,750 | $180,978-89.6% | $147,117-87.3% | - |
| Participation rate | 72.7% | 77.3%-4.5pp | 82.2%-9.5pp | - |
| Annual return | 19.48% | 12.24%+7.2pp | 420.54%-401.1pp | - |
| Employer contribution / active EE | $2,321 | $3,338-30.5% | $4,932-53.0% | - |
| Participant deferral / active EE | $5,771 | $6,936-16.8% | $8,065-28.4% | - |
| Admin fee / account holder | $2,871 | $27,876-89.7% | $12,993-77.9% | - |