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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 | $77,814-75.2% | $158,223-87.8% | $86,983-77.8% |
| Participation rate | 90.0% | 68.4%+21.6pp | 79.2%+10.8pp | 69.5%+20.5pp |
| Annual return | 19.05% | 30.54%-11.5pp | 52.09%-33.0pp | 25.83%-6.8pp |
| Employer contribution / active EE | $655 | $2,592-74.7% | $4,109-84.1% | $2,584-74.7% |
| Participant deferral / active EE | $3,064 | $3,270-6.3% | $5,467-44.0% | $4,194-26.9% |
| Admin fee / account holder | $555 | $5,879-90.6% | $16,047-96.5% | $7,856-92.9% |