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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 | $3,378 | $23,330-85.5% | $64,489-94.8% | $82,448-95.9% |
| Participation rate | 96.1% | 68.3%+27.8pp | 67.7%+28.4pp | 68.1%+28.0pp |
| Annual return | 14.66% | 83.66%-69.0pp | 55.03%-40.4pp | 41.64%-27.0pp |
| Employer contribution / active EE | $870 | $824+5.6% | $1,523-42.9% | $2,551-65.9% |
| Participant deferral / active EE | $1,697 | $1,707-0.6% | $2,778-38.9% | $4,139-59.0% |
| Admin fee / account holder | $808 | $2,946-72.6% | $4,260-81.0% | $7,234-88.8% |