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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 | $10,953 | $80,748-86.4% | $102,383-89.3% | $74,429-85.3% |
| Participation rate | 82.1% | 65.7%+16.4pp | 74.5%+7.6pp | 67.2%+14.9pp |
| Annual return | 11.63% | 27.57%-15.9pp | 24.94%-13.3pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $1,957 | $3,159-38.1% | $3,870-49.4% | $2,625-25.4% |
| Participant deferral / active EE | $2,571 | $3,861-33.4% | $5,060-49.2% | $4,348-40.9% |
| Admin fee / account holder | $1,829 | $2,371-22.9% | $8,391-78.2% | $1,944-5.9% |