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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 | $3,054 | $16,790-81.8% | $64,489-95.3% | $67,986-95.5% |
| Participation rate | 76.3% | 62.4%+13.9pp | 67.7%+8.6pp | 57.2%+19.1pp |
| Annual return | 20.04% | 30.55%-10.5pp | 55.03%-35.0pp | 31.67%-11.6pp |
| Employer contribution / active EE | $397 | $648-38.8% | $1,523-74.0% | $2,019-80.4% |
| Participant deferral / active EE | $867 | $1,510-42.6% | $2,778-68.8% | $3,358-74.2% |
| Admin fee / account holder | $642 | $1,690-62.0% | $4,260-84.9% | $3,203-80.0% |