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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 | $3,250 | $16,790-80.6% | $64,489-95.0% | $67,986-95.2% |
| Participation rate | 74.1% | 62.4%+11.7pp | 67.7%+6.4pp | 57.2%+16.9pp |
| Annual return | 19.93% | 30.55%-10.6pp | 55.03%-35.1pp | 31.67%-11.7pp |
| Employer contribution / active EE | $664 | $648+2.5% | $1,523-56.4% | $2,019-67.1% |
| Participant deferral / active EE | $887 | $1,510-41.3% | $2,778-68.1% | $3,358-73.6% |
| Admin fee / account holder | $659 | $1,690-61.0% | $4,260-84.5% | $3,203-79.4% |