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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 | $8,571 | $75,541-88.7% | $152,093-94.4% | $82,637-89.6% |
| Participation rate | 98.6% | 66.5%+32.0pp | 77.8%+20.8pp | 68.1%+30.5pp |
| Annual return | 15.21% | 32.56%-17.3pp | 66.36%-51.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $582 | $2,622-77.8% | $4,175-86.1% | $2,552-77.2% |
| Participant deferral / active EE | $1,758 | $3,206-45.2% | $5,451-67.8% | $4,126-57.4% |
| Admin fee / account holder | $531 | $6,405-91.7% | $14,497-96.3% | $7,339-92.8% |