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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 | $2,614 | $54,690-95.2% | $76,030-96.6% | $74,478-96.5% |
| Participation rate | 77.8% | 60.3%+17.4pp | 69.1%+8.7pp | 67.2%+10.6pp |
| Annual return | 19.30% | 31.92%-12.6pp | 361.54%-342.2pp | 1370.56%-1351.3pp |
| Employer contribution / active EE | $593 | $1,781-66.7% | $2,688-77.9% | $2,626-77.4% |
| Participant deferral / active EE | $1,187 | $3,070-61.3% | $4,257-72.1% | $4,350-72.7% |
| Admin fee / account holder | $788 | $2,240-64.8% | $6,421-87.7% | $1,946-59.5% |