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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 | $2,439 | $24,891-90.2% | $69,611-96.5% | $74,429-96.7% |
| Participation rate | 85.4% | 63.4%+22.0pp | 66.4%+19.0pp | 67.2%+18.2pp |
| Annual return | 13.09% | 18.53%-5.4pp | 101.14%-88.1pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $0 | $1,005-100.0% | $1,709-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,219 | $1,908-36.1% | $2,891-57.8% | $4,348-72.0% |
| Admin fee / account holder | $393 | $1,904-79.4% | $4,696-91.6% | $1,944-79.8% |