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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $2,376 | $29,733-92.0% | $56,025-95.8% | $80,959-97.1% |
| Participation rate | 77.1% | 41.7%+35.4pp | 52.5%+24.6pp | 67.7%+9.4pp |
| Annual return | 28.98% | 35.28%-6.3pp | 1712.69%-1683.7pp | 35.67%-6.7pp |
| Employer contribution / active EE | $283 | $672-57.9% | $1,042-72.9% | $2,757-89.7% |
| Participant deferral / active EE | $517 | $1,229-57.9% | $1,955-73.5% | $4,300-88.0% |
| Admin fee / account holder | $301 | $2,434-87.6% | $2,828-89.3% | $6,925-95.6% |