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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 | $21,889 | $79,209-72.4% | $102,434-78.6% | $74,459-70.6% |
| Participation rate | 86.5% | 74.8%+11.8pp | 76.5%+10.0pp | 67.2%+19.3pp |
| Annual return | 17.62% | 54.98%-37.4pp | 29.46%-11.8pp | 1369.70%-1352.1pp |
| Employer contribution / active EE | $2,270 | $2,362-3.9% | $3,023-24.9% | $2,626-13.5% |
| Participant deferral / active EE | $5,424 | $4,417+22.8% | $5,055+7.3% | $4,350+24.7% |
| Admin fee / account holder | $655 | $2,002-67.3% | $9,462-93.1% | $1,945-66.3% |