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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 | $16,338 | $82,133-80.1% | $147,318-88.9% | $64,097-74.5% |
| Participation rate | 77.7% | 62.3%+15.4pp | 82.1%-4.4pp | 55.2%+22.5pp |
| Annual return | 46.72% | 78.78%-32.1pp | 70.43%-23.7pp | 34.64%+12.1pp |
| Employer contribution / active EE | $2,070 | $2,872-27.9% | $4,593-54.9% | $1,891+9.5% |
| Participant deferral / active EE | $4,268 | $5,407-21.1% | $7,906-46.0% | $3,080+38.6% |
| Admin fee / account holder | $431 | $3,730-88.5% | $13,708-96.9% | $3,454-87.5% |