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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 | $10,450 | $80,781-87.1% | $102,437-89.8% | $74,478-86.0% |
| Participation rate | 89.5% | 65.7%+23.9pp | 74.5%+15.0pp | 67.2%+22.3pp |
| Annual return | 18.28% | 27.58%-9.3pp | 24.95%-6.7pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $952 | $3,160-69.9% | $3,871-75.4% | $2,626-63.7% |
| Participant deferral / active EE | $3,085 | $3,862-20.1% | $5,060-39.0% | $4,350-29.1% |
| Admin fee / account holder | $1,352 | $2,372-43.0% | $8,388-83.9% | $1,946-30.5% |