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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 | $4,298 | $75,541-94.3% | $152,093-97.2% | $82,637-94.8% |
| Participation rate | 92.7% | 66.5%+26.1pp | 77.8%+14.9pp | 68.1%+24.6pp |
| Annual return | 21.32% | 32.56%-11.2pp | 66.36%-45.0pp | 53.51%-32.2pp |
| Employer contribution / active EE | $1,508 | $2,622-42.5% | $4,175-63.9% | $2,552-40.9% |
| Participant deferral / active EE | $1,381 | $3,206-56.9% | $5,451-74.7% | $4,126-66.5% |
| Admin fee / account holder | $1,513 | $6,405-76.4% | $14,497-89.6% | $7,339-79.4% |