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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 | $11,152 | $54,558-79.6% | $76,002-85.3% | $74,546-85.0% |
| Participation rate | 94.0% | 60.3%+33.7pp | 69.1%+24.9pp | 67.2%+26.8pp |
| Annual return | 16.97% | 31.83%-14.9pp | 360.07%-343.1pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $2,091 | $1,778+17.6% | $2,688-22.2% | $2,624-20.3% |
| Participant deferral / active EE | $3,720 | $3,065+21.4% | $4,257-12.6% | $4,347-14.4% |
| Admin fee / account holder | $652 | $2,232-70.8% | $6,414-89.8% | $1,944-66.4% |