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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 | $1,956 | $25,014-92.2% | $69,632-97.2% | $80,959-97.6% |
| Participation rate | 80.8% | 64.2%+16.6pp | 66.4%+14.3pp | 67.7%+13.1pp |
| Annual return | 15.66% | 19.08%-3.4pp | 101.32%-85.7pp | 35.67%-20.0pp |
| Employer contribution / active EE | $684 | $991-31.0% | $1,708-60.0% | $2,757-75.2% |
| Participant deferral / active EE | $1,874 | $1,840+1.9% | $2,889-35.1% | $4,300-56.4% |
| Admin fee / account holder | $681 | $2,491-72.7% | $4,695-85.5% | $6,925-90.2% |