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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 | $18,306 | $101,499-82.0% | $147,005-87.5% | $74,546-75.4% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.5pp | 67.2%+26.5pp |
| Annual return | 119.46% | 8732.34%-8612.9pp | 418.76%-299.3pp | 1366.03%-1246.6pp |
| Employer contribution / active EE | $2,601 | $3,811-31.7% | $4,934-47.3% | $2,624-0.9% |
| Participant deferral / active EE | $3,461 | $7,304-52.6% | $8,070-57.1% | $4,347-20.4% |
| Admin fee / account holder | $1,155 | $1,748-33.9% | $13,006-91.1% | $1,944-40.6% |