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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 | $15,002 | $104,497-85.6% | $159,487-90.6% | $79,389-81.1% |
| Participation rate | 87.9% | 76.6%+11.3pp | 82.8%+5.1pp | 70.7%+17.2pp |
| Annual return | 162.08% | 67.98%+94.1pp | 263.71%-101.6pp | 116.89%+45.2pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $6,022 | $6,468-6.9% | $7,354-18.1% | $4,046+48.9% |
| Admin fee / account holder | $500 | $711-29.7% | $10,804-95.4% | $626-20.1% |