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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 | $18,525 | $113,016-83.6% | $103,447-82.1% | $74,429-75.1% |
| Participation rate | 88.2% | 80.8%+7.5pp | 80.5%+7.7pp | 67.2%+21.0pp |
| Annual return | 269.48% | 23.24%+246.2pp | 23.92%+245.6pp | 1368.38%-1098.9pp |
| Employer contribution / active EE | $2,846 | $4,881-41.7% | $4,678-39.2% | $2,625+8.4% |
| Participant deferral / active EE | $4,433 | $7,279-39.1% | $6,624-33.1% | $4,348+1.9% |
| Admin fee / account holder | $1,180 | $1,709-31.0% | $9,415-87.5% | $1,944-39.3% |