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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 | $8,615 | $55,423-84.5% | $155,602-94.5% | $74,400-88.4% |
| Participation rate | 84.5% | 61.9%+22.6pp | 78.2%+6.3pp | 67.2%+17.3pp |
| Annual return | 111.65% | 269.07%-157.4pp | 64.81%+46.8pp | 1367.51%-1255.9pp |
| Employer contribution / active EE | $643 | $2,266-71.6% | $4,675-86.2% | $2,624-75.5% |
| Participant deferral / active EE | $2,484 | $2,835-12.4% | $5,629-55.9% | $4,348-42.9% |
| Admin fee / account holder | $670 | $1,744-61.6% | $15,923-95.8% | $1,944-65.5% |