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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 | $13,526 | $79,223-82.9% | $102,460-86.8% | $74,478-81.8% |
| Participation rate | 90.8% | 74.8%+16.0pp | 76.5%+14.2pp | 67.2%+23.5pp |
| Annual return | 13.91% | 54.98%-41.1pp | 29.47%-15.6pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $1,320 | $2,363-44.2% | $3,025-56.4% | $2,626-49.8% |
| Participant deferral / active EE | $3,494 | $4,417-20.9% | $5,056-30.9% | $4,350-19.7% |
| Admin fee / account holder | $683 | $2,003-65.9% | $9,460-92.8% | $1,946-64.9% |