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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 | $6,615 | $23,330-71.6% | $64,489-89.7% | $82,448-92.0% |
| Participation rate | 86.6% | 68.3%+18.3pp | 67.7%+18.9pp | 68.1%+18.5pp |
| Annual return | 17.74% | 83.66%-65.9pp | 55.03%-37.3pp | 41.64%-23.9pp |
| Employer contribution / active EE | $771 | $824-6.5% | $1,523-49.4% | $2,551-69.8% |
| Participant deferral / active EE | $1,868 | $1,707+9.4% | $2,778-32.8% | $4,139-54.9% |
| Admin fee / account holder | $624 | $2,946-78.8% | $4,260-85.3% | $7,234-91.4% |