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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 | $94,031-70.5% | $115,768-76.1% | $82,448-66.4% |
| Participation rate | 95.9% | 70.4%+25.5pp | 74.4%+21.5pp | 68.1%+27.9pp |
| Annual return | 45.63% | 20.61%+25.0pp | 100.46%-54.8pp | 41.64%+4.0pp |
| Employer contribution / active EE | $5,117 | $2,323+120.2% | $2,940+74.0% | $2,551+100.6% |
| Participant deferral / active EE | $7,274 | $3,972+83.1% | $4,917+47.9% | $4,139+75.7% |
| Admin fee / account holder | $2,795 | $10,249-72.7% | $12,439-77.5% | $7,234-61.4% |