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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 | $14,416 | $101,591-85.8% | $147,096-90.2% | $74,429-80.6% |
| Participation rate | 94.8% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.6pp |
| Annual return | 78.94% | 8746.45%-8667.5pp | 419.75%-340.8pp | 1368.38%-1289.4pp |
| Employer contribution / active EE | $3,068 | $3,813-19.5% | $4,936-37.8% | $2,625+16.9% |
| Participant deferral / active EE | $4,068 | $7,302-44.3% | $8,071-49.6% | $4,348-6.4% |
| Admin fee / account holder | $924 | $1,750-47.2% | $13,005-92.9% | $1,944-52.5% |