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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 | $3,091 | $16,790-81.6% | $64,489-95.2% | $67,986-95.5% |
| Participation rate | 86.0% | 62.4%+23.5pp | 67.7%+18.3pp | 57.2%+28.7pp |
| Annual return | 18.00% | 30.55%-12.5pp | 55.03%-37.0pp | 31.67%-13.7pp |
| Employer contribution / active EE | $282 | $648-56.5% | $1,523-81.5% | $2,019-86.0% |
| Participant deferral / active EE | $1,518 | $1,510+0.5% | $2,778-45.4% | $3,358-54.8% |
| Admin fee / account holder | $1,406 | $1,690-16.8% | $4,260-67.0% | $3,203-56.1% |