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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 | $23,160 | $88,360-73.8% | $145,433-84.1% | $67,986-65.9% |
| Participation rate | 95.0% | 65.5%+29.6pp | 82.1%+12.9pp | 57.2%+37.8pp |
| Annual return | 16.94% | 63.15%-46.2pp | 66.58%-49.6pp | 31.67%-14.7pp |
| Employer contribution / active EE | $1,649 | $3,054-46.0% | $4,554-63.8% | $2,019-18.3% |
| Participant deferral / active EE | $3,817 | $5,932-35.6% | $7,897-51.7% | $3,358+13.7% |
| Admin fee / account holder | $878 | $3,313-73.5% | $13,129-93.3% | $3,203-72.6% |