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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 | $49,024-93.1% | $112,860-97.0% | $87,485-96.1% |
| Participation rate | 96.1% | 62.2%+33.9pp | 66.3%+29.7pp | 68.9%+27.1pp |
| Annual return | 14.66% | 43.86%-29.2pp | 35.26%-20.6pp | 26.06%-11.4pp |
| Employer contribution / active EE | $870 | $1,290-32.6% | $2,206-60.5% | $2,596-66.5% |
| Participant deferral / active EE | $1,697 | $2,209-23.2% | $3,493-51.4% | $4,274-60.3% |
| Admin fee / account holder | $808 | $6,266-87.1% | $6,841-88.2% | $7,775-89.6% |