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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 | $3,037 | $16,790-81.9% | $64,489-95.3% | $67,986-95.5% |
| Participation rate | 91.2% | 62.4%+28.8pp | 67.7%+23.5pp | 57.2%+34.0pp |
| Annual return | 18.67% | 30.55%-11.9pp | 55.03%-36.4pp | 31.67%-13.0pp |
| Employer contribution / active EE | $735 | $648+13.5% | $1,523-51.7% | $2,019-63.6% |
| Participant deferral / active EE | $1,476 | $1,510-2.3% | $2,778-46.9% | $3,358-56.1% |
| Admin fee / account holder | $1,039 | $1,690-38.5% | $4,260-75.6% | $3,203-67.6% |