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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 | $2,342 | $23,330-90.0% | $64,489-96.4% | $82,448-97.2% |
| Participation rate | 93.4% | 68.3%+25.1pp | 67.7%+25.7pp | 68.1%+25.3pp |
| Annual return | 20.07% | 83.66%-63.6pp | 55.03%-35.0pp | 41.64%-21.6pp |
| Employer contribution / active EE | $489 | $824-40.6% | $1,523-67.9% | $2,551-80.8% |
| Participant deferral / active EE | $1,043 | $1,707-38.9% | $2,778-62.5% | $4,139-74.8% |
| Admin fee / account holder | $375 | $2,946-87.3% | $4,260-91.2% | $7,234-94.8% |