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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 | $27,716 | $97,648-71.6% | $121,663-77.2% | $87,485-68.3% |
| Participation rate | 95.9% | 70.5%+25.4pp | 74.5%+21.4pp | 68.9%+27.0pp |
| Annual return | 45.63% | 18.03%+27.6pp | 147.54%-101.9pp | 26.06%+19.6pp |
| Employer contribution / active EE | $5,117 | $2,300+122.4% | $3,020+69.4% | $2,596+97.1% |
| Participant deferral / active EE | $7,274 | $3,923+85.4% | $4,887+48.8% | $4,274+70.2% |
| Admin fee / account holder | $2,795 | $11,100-74.8% | $14,289-80.4% | $7,775-64.1% |