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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 | $23,974 | $102,429-76.6% | $147,096-83.7% | $80,925-70.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.40% | 135.02%-121.6pp | 419.75%-406.3pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,373 | $3,716-63.1% | $4,936-72.2% | $2,756-50.2% |
| Participant deferral / active EE | $4,028 | $6,649-39.4% | $8,071-50.1% | $4,299-6.3% |
| Admin fee / account holder | $526 | $7,957-93.4% | $13,005-96.0% | $6,940-92.4% |