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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 | $43,496-71.9% | $161,489-92.4% | $64,340-81.0% |
| Participation rate | 100.0% | 53.5%+46.5pp | 78.7%+21.3pp | 55.2%+44.8pp |
| Annual return | 17.87% | 20.76%-2.9pp | 89.72%-71.9pp | 24.14%-6.3pp |
| Employer contribution / active EE | $1,376 | $1,431-3.8% | $4,268-67.8% | $1,862-26.1% |
| Participant deferral / active EE | $1,609 | $1,996-19.4% | $5,630-71.4% | $2,980-46.0% |
| Admin fee / account holder | $616 | $2,330-73.6% | $16,006-96.2% | $3,703-83.4% |