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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 | $11,147 | $57,140-80.5% | $85,240-86.9% | $80,959-86.2% |
| Participation rate | 85.3% | 56.4%+28.9pp | 67.5%+17.8pp | 67.7%+17.7pp |
| Annual return | 12.00% | 21.71%-9.7pp | 66.75%-54.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $296 | $1,802-83.6% | $2,735-89.2% | $2,757-89.3% |
| Participant deferral / active EE | $1,836 | $3,115-41.1% | $4,527-59.4% | $4,300-57.3% |
| Admin fee / account holder | $617 | $4,992-87.6% | $6,165-90.0% | $6,925-91.1% |