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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 | $12,212 | $45,343-73.1% | $150,298-91.9% | $67,986-82.0% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 17.87% | 33.28%-15.4pp | 62.79%-44.9pp | 31.67%-13.8pp |
| Employer contribution / active EE | $1,376 | $1,462-5.9% | $4,154-66.9% | $2,019-31.8% |
| Participant deferral / active EE | $1,609 | $2,055-21.7% | $5,453-70.5% | $3,358-52.1% |
| Admin fee / account holder | $616 | $2,250-72.6% | $14,116-95.6% | $3,203-80.8% |