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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 | $54,679-79.6% | $76,119-85.3% | $74,459-85.0% |
| Participation rate | 94.0% | 60.3%+33.7pp | 69.1%+24.9pp | 67.2%+26.8pp |
| Annual return | 16.97% | 31.90%-14.9pp | 361.25%-344.3pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $2,091 | $1,781+17.4% | $2,693-22.3% | $2,626-20.4% |
| Participant deferral / active EE | $3,720 | $3,072+21.1% | $4,259-12.7% | $4,350-14.5% |
| Admin fee / account holder | $652 | $2,238-70.9% | $6,421-89.8% | $1,945-66.5% |