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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 | $18,983 | $61,356-69.1% | $149,696-87.3% | $71,511-73.5% |
| Participation rate | 76.1% | 62.5%+13.6pp | 78.8%-2.7pp | 67.9%+8.2pp |
| Annual return | 27.54% | 35.86%-8.3pp | 134.46%-106.9pp | 28.86%-1.3pp |
| Employer contribution / active EE | $645 | $2,382-72.9% | $4,821-86.6% | $2,589-75.1% |
| Participant deferral / active EE | $1,873 | $2,920-35.8% | $5,682-67.0% | $4,291-56.3% |
| Admin fee / account holder | $1,470 | $1,263+16.3% | $13,212-88.9% | $1,588-7.5% |