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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 | $8,789 | $80,674-89.1% | $119,126-92.6% | $64,340-86.3% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 83.00% | 26.86%+56.1pp | 282.11%-199.1pp | 24.14%+58.9pp |
| Employer contribution / active EE | $8,521 | $2,564+232.3% | $4,034+111.3% | $1,862+357.7% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $368 | $4,559-91.9% | $10,693-96.6% | $3,703-90.1% |