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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 | $3,504 | $23,330-85.0% | $64,489-94.6% | $82,448-95.7% |
| Participation rate | 97.8% | 68.3%+29.5pp | 67.7%+30.1pp | 68.1%+29.7pp |
| Annual return | 23.19% | 83.66%-60.5pp | 55.03%-31.8pp | 41.64%-18.5pp |
| Employer contribution / active EE | $1,080 | $824+31.0% | $1,523-29.1% | $2,551-57.7% |
| Participant deferral / active EE | $1,838 | $1,707+7.7% | $2,778-33.8% | $4,139-55.6% |
| Admin fee / account holder | $412 | $2,946-86.0% | $4,260-90.3% | $7,234-94.3% |