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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 | $64,705-94.9% | $62,929-94.8% | $67,986-95.2% |
| Participation rate | 89.6% | 65.6%+24.0pp | 73.1%+16.5pp | 57.2%+32.4pp |
| Annual return | 39.82% | 20.31%+19.5pp | 1063.93%-1024.1pp | 31.67%+8.2pp |
| Employer contribution / active EE | $1,315 | $2,376-44.6% | $2,505-47.5% | $2,019-34.8% |
| Participant deferral / active EE | $2,047 | $3,198-36.0% | $3,888-47.4% | $3,358-39.0% |
| Admin fee / account holder | $322 | $1,428-77.4% | $5,065-93.6% | $3,203-89.9% |