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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 | $33,257 | $112,750-70.5% | $103,464-67.9% | $74,546-55.4% |
| Participation rate | 92.7% | 80.9%+11.8pp | 80.5%+12.2pp | 67.2%+25.5pp |
| Annual return | 43.91% | 23.22%+20.7pp | 23.91%+20.0pp | 1366.03%-1322.1pp |
| Employer contribution / active EE | $2,680 | $4,880-45.1% | $4,677-42.7% | $2,624+2.1% |
| Participant deferral / active EE | $8,911 | $7,289+22.3% | $6,624+34.5% | $4,347+105.0% |
| Admin fee / account holder | $2,532 | $1,702+48.8% | $9,410-73.1% | $1,944+30.3% |