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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 | $14,037 | $78,013-82.0% | $178,449-92.1% | $80,911-82.7% |
| Participation rate | 86.9% | 65.7%+21.2pp | 77.1%+9.8pp | 67.6%+19.3pp |
| Annual return | 13.12% | 18.07%-5.0pp | 27.09%-14.0pp | 35.63%-22.5pp |
| Employer contribution / active EE | $1,285 | $2,287-43.8% | $3,951-67.5% | $2,756-53.4% |
| Participant deferral / active EE | $2,589 | $4,408-41.3% | $6,277-58.8% | $4,297-39.8% |
| Admin fee / account holder | $429 | $7,166-94.0% | $10,362-95.9% | $6,935-93.8% |