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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 | $80,674-94.9% | $119,126-96.6% | $64,340-93.6% |
| Participation rate | 81.3% | 55.2%+26.1pp | 75.8%+5.6pp | 55.2%+26.1pp |
| Annual return | 32.68% | 26.86%+5.8pp | 282.11%-249.4pp | 24.14%+8.5pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,447 | $3,053-19.9% | $5,318-54.0% | $2,980-17.9% |
| Admin fee / account holder | $391 | $4,559-91.4% | $10,693-96.3% | $3,703-89.4% |