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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 | $7,621 | $51,638-85.2% | $68,368-88.9% | $82,448-90.8% |
| Participation rate | 90.3% | 63.6%+26.7pp | 73.8%+16.6pp | 68.1%+22.3pp |
| Annual return | 19.66% | 37.53%-17.9pp | 292.57%-272.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $731 | $2,047-64.3% | $2,649-72.4% | $2,551-71.4% |
| Participant deferral / active EE | $1,337 | $2,914-54.1% | $4,123-67.6% | $4,139-67.7% |
| Admin fee / account holder | $1,003 | $4,643-78.4% | $5,150-80.5% | $7,234-86.1% |