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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 | $4,080 | $49,024-91.7% | $112,860-96.4% | $87,485-95.3% |
| Participation rate | 87.5% | 62.2%+25.3pp | 66.3%+21.2pp | 68.9%+18.6pp |
| Annual return | 16.28% | 43.86%-27.6pp | 35.26%-19.0pp | 26.06%-9.8pp |
| Employer contribution / active EE | $495 | $1,290-61.7% | $2,206-77.6% | $2,596-80.9% |
| Participant deferral / active EE | $1,616 | $2,209-26.8% | $3,493-53.7% | $4,274-62.2% |
| Admin fee / account holder | $702 | $6,266-88.8% | $6,841-89.7% | $7,775-91.0% |