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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 | $9,719 | $103,024-90.6% | $112,040-91.3% | $79,634-87.8% |
| Participation rate | 88.9% | 80.6%+8.4pp | 76.5%+12.4pp | 62.5%+26.4pp |
| Annual return | 24.47% | 17.60%+6.9pp | 24.52%0pp | 36.46%-12.0pp |
| Employer contribution / active EE | $2,125 | $3,015-29.5% | $2,954-28.1% | $2,529-16.0% |
| Participant deferral / active EE | $2,550 | $5,233-51.3% | $5,098-50.0% | $3,835-33.5% |
| Admin fee / account holder | $2,623 | $465+464.1% | $12,098-78.3% | $1,002+161.8% |