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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 | $4,096 | $83,369-95.1% | $105,223-96.1% | $67,986-94.0% |
| Participation rate | 81.3% | 56.3%+25.1pp | 75.0%+6.3pp | 57.2%+24.1pp |
| Annual return | 32.68% | 24.64%+8.0pp | 180.65%-148.0pp | 31.67%+1.0pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,447 | $3,295-25.7% | $5,072-51.8% | $3,358-27.1% |
| Admin fee / account holder | $391 | $4,073-90.4% | $8,859-95.6% | $3,203-87.8% |