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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 | $5,435 | $16,790-67.6% | $64,489-91.6% | $67,986-92.0% |
| Participation rate | 78.4% | 62.4%+16.0pp | 67.7%+10.7pp | 57.2%+21.2pp |
| Annual return | 16.50% | 30.55%-14.1pp | 55.03%-38.5pp | 31.67%-15.2pp |
| Employer contribution / active EE | $680 | $648+4.9% | $1,523-55.4% | $2,019-66.3% |
| Participant deferral / active EE | $1,439 | $1,510-4.7% | $2,778-48.2% | $3,358-57.1% |
| Admin fee / account holder | $1,683 | $1,690-0.4% | $4,260-60.5% | $3,203-47.5% |