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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 | $3,754 | $45,119-91.7% | $85,126-95.6% | $74,429-95.0% |
| Participation rate | 87.2% | 49.4%+37.8pp | 67.5%+19.7pp | 67.2%+20.0pp |
| Annual return | 16.13% | 26.28%-10.1pp | 66.63%-50.5pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $1,068 | $1,460-26.8% | $2,731-60.9% | $2,625-59.3% |
| Participant deferral / active EE | $1,834 | $2,738-33.0% | $4,523-59.5% | $4,348-57.8% |
| Admin fee / account holder | $871 | $2,214-60.7% | $6,160-85.9% | $1,944-55.2% |