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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 | $21,846 | $81,331-73.1% | $155,534-86.0% | $80,935-73.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.13% | 33.37%-20.2pp | 64.92%-51.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,260 | $3,105-59.4% | $4,675-73.0% | $2,757-54.3% |
| Participant deferral / active EE | $3,081 | $3,454-10.8% | $5,630-45.3% | $4,299-28.3% |
| Admin fee / account holder | $856 | $7,999-89.3% | $15,900-94.6% | $6,924-87.6% |