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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 | $13,640 | $79,169-82.8% | $100,415-86.4% | $74,478-81.7% |
| Participation rate | 85.0% | 79.4%+5.6pp | 81.5%+3.4pp | 67.2%+17.7pp |
| Annual return | 55.89% | 20.51%+35.4pp | 49.47%+6.4pp | 1370.56%-1314.7pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,483 | $7,751-16.4% | $8,091-19.9% | $4,350+49.0% |
| Admin fee / account holder | $1,251 | $1,337-6.4% | $7,906-84.2% | $1,946-35.7% |