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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 | $12,110 | $86,949-86.1% | $102,460-88.2% | $80,959-85.0% |
| Participation rate | 76.5% | 72.4%+4.1pp | 76.5%0pp | 67.7%+8.8pp |
| Annual return | 14.80% | 18.89%-4.1pp | 29.47%-14.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,986 | $2,370-16.2% | $3,025-34.3% | $2,757-28.0% |
| Participant deferral / active EE | $3,605 | $4,121-12.5% | $5,056-28.7% | $4,300-16.2% |
| Admin fee / account holder | $2,225 | $8,048-72.4% | $9,460-76.5% | $6,925-67.9% |