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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 | $5,552 | $52,450-89.4% | $129,397-95.7% | $74,429-92.5% |
| Participation rate | 80.0% | 53.8%+26.2pp | 69.6%+10.4pp | 67.2%+12.8pp |
| Annual return | 42.98% | 15.65%+27.3pp | 9453.98%-9411.0pp | 1368.38%-1325.4pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,878 | $2,797-32.9% | $4,167-54.9% | $4,348-56.8% |
| Admin fee / account holder | $913 | $2,636-65.4% | $7,679-88.1% | $1,944-53.0% |