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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 | $3,878 | $101,795-96.2% | $165,100-97.7% | $80,959-95.2% |
| Participation rate | 83.5% | 71.8%+11.7pp | 78.6%+4.9pp | 67.7%+15.8pp |
| Annual return | 71.48% | 16.73%+54.8pp | 70.21%+1.3pp | 35.67%+35.8pp |
| Employer contribution / active EE | $1,232 | $2,954-58.3% | $4,348-71.7% | $2,757-55.3% |
| Participant deferral / active EE | $2,086 | $4,476-53.4% | $6,035-65.4% | $4,300-51.5% |
| Admin fee / account holder | $350 | $8,221-95.7% | $12,696-97.2% | $6,925-94.9% |