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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 | $3,756 | $23,330-83.9% | $64,489-94.2% | $82,448-95.4% |
| Participation rate | 84.5% | 68.3%+16.2pp | 67.7%+16.8pp | 68.1%+16.5pp |
| Annual return | 23.45% | 83.66%-60.2pp | 55.03%-31.6pp | 41.64%-18.2pp |
| Employer contribution / active EE | $208 | $824-74.8% | $1,523-86.3% | $2,551-91.8% |
| Participant deferral / active EE | $1,801 | $1,707+5.5% | $2,778-35.2% | $4,139-56.5% |
| Admin fee / account holder | $845 | $2,946-71.3% | $4,260-80.2% | $7,234-88.3% |