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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 | $17,217 | $59,467-71.0% | $93,727-81.6% | $74,478-76.9% |
| Participation rate | 89.6% | 59.6%+30.0pp | 68.7%+20.9pp | 67.2%+22.4pp |
| Annual return | 11.90% | 82.14%-70.2pp | 133.83%-121.9pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,203 | $3,052+4.9% | $4,417-27.5% | $4,350-26.4% |
| Admin fee / account holder | $3,183 | $3,028+5.1% | $8,292-61.6% | $1,946+63.6% |