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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 | $5,055 | $47,105-89.3% | $68,368-92.6% | $67,986-92.6% |
| Participation rate | 72.8% | 51.8%+21.0pp | 73.8%-0.9pp | 57.2%+15.6pp |
| Annual return | 18.32% | 48.37%-30.1pp | 292.57%-274.3pp | 31.67%-13.3pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $899 | $2,374-62.1% | $4,123-78.2% | $3,358-73.2% |
| Admin fee / account holder | $766 | $2,435-68.5% | $5,150-85.1% | $3,203-76.1% |