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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 | $2,749 | $62,164-95.6% | $81,482-96.6% | $74,400-96.3% |
| Participation rate | 93.2% | 64.1%+29.1pp | 69.5%+23.7pp | 67.2%+26.0pp |
| Annual return | 20.88% | 16.50%+4.4pp | 24.79%-3.9pp | 1367.51%-1346.6pp |
| Employer contribution / active EE | $0 | $1,884-100.0% | $2,463-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,008 | $3,230-37.9% | $3,885-48.3% | $4,348-53.8% |
| Admin fee / account holder | $423 | $1,923-78.0% | $5,761-92.7% | $1,944-78.3% |