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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 | $3,283 | $67,594-95.1% | $77,361-95.8% | $69,733-95.3% |
| Participation rate | 89.6% | 71.7%+17.9pp | 75.0%+14.7pp | 62.5%+27.2pp |
| Annual return | 39.82% | 19.20%+20.6pp | 1011.54%-971.7pp | 15.22%+24.6pp |
| Employer contribution / active EE | $1,315 | $2,649-50.3% | $2,990-56.0% | $2,250-41.6% |
| Participant deferral / active EE | $2,047 | $3,401-39.8% | $3,911-47.7% | $3,054-33.0% |
| Admin fee / account holder | $322 | $1,159-72.2% | $5,894-94.5% | $3,102-89.6% |