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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 | $103,024-91.8% | $112,040-92.4% | $79,634-89.3% |
| Participation rate | 98.1% | 80.6%+17.6pp | 76.5%+21.6pp | 62.5%+35.6pp |
| Annual return | 98.74% | 17.60%+81.1pp | 24.52%+74.2pp | 36.46%+62.3pp |
| Employer contribution / active EE | $2,383 | $3,015-21.0% | $2,954-19.3% | $2,529-5.8% |
| Participant deferral / active EE | $3,412 | $5,233-34.8% | $5,098-33.1% | $3,835-11.0% |
| Admin fee / account holder | $710 | $465+52.6% | $12,098-94.1% | $1,002-29.2% |