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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 | $101,672-85.8% | $147,117-90.2% | $74,478-80.6% |
| Participation rate | 94.8% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.6pp |
| Annual return | 78.94% | 8757.83%-8678.9pp | 420.54%-341.6pp | 1370.56%-1291.6pp |
| Employer contribution / active EE | $3,068 | $3,813-19.5% | $4,932-37.8% | $2,626+16.8% |
| Participant deferral / active EE | $4,068 | $7,305-44.3% | $8,065-49.6% | $4,350-6.5% |
| Admin fee / account holder | $924 | $1,753-47.3% | $12,993-92.9% | $1,946-52.5% |