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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 | $8,483 | $99,442-91.5% | $113,397-92.5% | $71,012-88.1% |
| Participation rate | 98.1% | 78.9%+19.2pp | 76.5%+21.6pp | 58.6%+39.6pp |
| Annual return | 98.74% | 17.93%+80.8pp | 23.20%+75.5pp | 37.67%+61.1pp |
| Employer contribution / active EE | $2,383 | $3,068-22.3% | $2,977-20.0% | $2,348+1.5% |
| Participant deferral / active EE | $3,412 | $4,915-30.6% | $5,076-32.8% | $3,246+5.1% |
| Admin fee / account holder | $710 | $535+32.7% | $11,957-94.1% | $1,167-39.2% |