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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 | $4,601 | $65,246-92.9% | $98,716-95.3% | $67,986-93.2% |
| Participation rate | 87.3% | 51.4%+35.8pp | 69.3%+18.0pp | 57.2%+30.0pp |
| Annual return | 15.87% | 20.58%-4.7pp | 31.81%-15.9pp | 31.67%-15.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,814 | $2,594-30.1% | $4,048-55.2% | $3,358-46.0% |
| Admin fee / account holder | $974 | $4,561-78.6% | $8,703-88.8% | $3,203-69.6% |