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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 | $5,475 | $51,638-89.4% | $68,368-92.0% | $82,448-93.4% |
| Participation rate | 91.1% | 63.6%+27.5pp | 73.8%+17.3pp | 68.1%+23.0pp |
| Annual return | 21.06% | 37.53%-16.5pp | 292.57%-271.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $575 | $2,047-71.9% | $2,649-78.3% | $2,551-77.4% |
| Participant deferral / active EE | $2,346 | $2,914-19.5% | $4,123-43.1% | $4,139-43.3% |
| Admin fee / account holder | $364 | $4,643-92.2% | $5,150-92.9% | $7,234-95.0% |