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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 | $19,281 | $78,690-75.5% | $161,489-88.1% | $87,485-78.0% |
| Participation rate | 90.0% | 67.5%+22.5pp | 78.7%+11.3pp | 68.9%+21.1pp |
| Annual return | 19.05% | 32.74%-13.7pp | 89.72%-70.7pp | 26.06%-7.0pp |
| Employer contribution / active EE | $655 | $2,588-74.7% | $4,268-84.7% | $2,596-74.8% |
| Participant deferral / active EE | $3,064 | $3,311-7.4% | $5,630-45.6% | $4,274-28.3% |
| Admin fee / account holder | $555 | $6,724-91.7% | $16,006-96.5% | $7,775-92.9% |