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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 | $9,115 | $41,016-77.8% | $152,093-94.0% | $64,097-85.8% |
| Participation rate | 78.7% | 51.3%+27.4pp | 77.8%+1.0pp | 55.2%+23.5pp |
| Annual return | 18.04% | 39.60%-21.6pp | 66.36%-48.3pp | 34.64%-16.6pp |
| Employer contribution / active EE | $916 | $1,342-31.8% | $4,175-78.1% | $1,891-51.6% |
| Participant deferral / active EE | $2,861 | $1,927+48.4% | $5,451-47.5% | $3,080-7.1% |
| Admin fee / account holder | $1,053 | $2,305-54.3% | $14,497-92.7% | $3,454-69.5% |