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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 | $18,295 | $80,332-77.2% | $107,187-82.9% | $64,097-71.5% |
| Participation rate | 85.0% | 54.4%+30.5pp | 75.0%+9.9pp | 55.2%+29.8pp |
| Annual return | 17.48% | 24.26%-6.8pp | 204.55%-187.1pp | 34.64%-17.2pp |
| Employer contribution / active EE | $1,039 | $2,501-58.5% | $3,782-72.5% | $1,891-45.1% |
| Participant deferral / active EE | $3,849 | $3,109+23.8% | $5,096-24.5% | $3,080+25.0% |
| Admin fee / account holder | $3,367 | $4,314-22.0% | $9,162-63.3% | $3,454-2.5% |