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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 | $4,205 | $16,790-75.0% | $64,489-93.5% | $67,986-93.8% |
| Participation rate | 87.9% | 62.4%+25.5pp | 67.7%+20.2pp | 57.2%+30.7pp |
| Annual return | 25.40% | 30.55%-5.2pp | 55.03%-29.6pp | 31.67%-6.3pp |
| Employer contribution / active EE | $678 | $648+4.7% | $1,523-55.5% | $2,019-66.4% |
| Participant deferral / active EE | $1,620 | $1,510+7.3% | $2,778-41.7% | $3,358-51.8% |
| Admin fee / account holder | $755 | $1,690-55.3% | $4,260-82.3% | $3,203-76.4% |