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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 | $4,866 | $51,638-90.6% | $68,368-92.9% | $82,448-94.1% |
| Participation rate | 94.1% | 63.6%+30.5pp | 73.8%+20.4pp | 68.1%+26.0pp |
| Annual return | 21.13% | 37.53%-16.4pp | 292.57%-271.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,029 | $2,047-49.7% | $2,649-61.1% | $2,551-59.6% |
| Participant deferral / active EE | $2,531 | $2,914-13.1% | $4,123-38.6% | $4,139-38.9% |
| Admin fee / account holder | $314 | $4,643-93.2% | $5,150-93.9% | $7,234-95.7% |