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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 | $13,574 | $47,977-71.7% | $154,111-91.2% | $56,287-75.9% |
| Participation rate | 92.3% | 66.2%+26.1pp | 83.0%+9.3pp | 69.9%+22.5pp |
| Annual return | 17.23% | 3.54%+13.7pp | 735.18%-718.0pp | -9.96%+27.2pp |
| Employer contribution / active EE | $407 | $2,169-81.2% | $5,298-92.3% | $2,111-80.7% |
| Participant deferral / active EE | $1,459 | $2,392-39.0% | $5,081-71.3% | $3,350-56.4% |
| Admin fee / account holder | $1,084 | $438+147.5% | $13,411-91.9% | $521+108.2% |