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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% | $69,701-97.2% | $80,874-97.6% |
| Participation rate | 80.8% | 64.2%+16.5pp | 66.4%+14.3pp | 67.6%+13.1pp |
| Annual return | 15.66% | 19.07%-3.4pp | 100.32%-84.7pp | 35.62%-20.0pp |
| Employer contribution / active EE | $684 | $993-31.1% | $1,713-60.1% | $2,756-75.2% |
| Participant deferral / active EE | $1,874 | $1,839+1.9% | $2,887-35.1% | $4,297-56.4% |
| Admin fee / account holder | $681 | $2,488-72.6% | $4,717-85.6% | $6,935-90.2% |