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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 | $41,440 | $69,273-40.2% | $90,796-54.4% | $82,637-49.9% |
| Participation rate | 72.7% | 64.0%+8.7pp | 69.5%+3.2pp | 68.1%+4.7pp |
| Annual return | 14.02% | 18.37%-4.4pp | 19.29%-5.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,308 | $1,865-29.9% | $2,294-43.0% | $2,552-48.7% |
| Participant deferral / active EE | $2,772 | $3,047-9.0% | $3,822-27.5% | $4,126-32.8% |
| Admin fee / account holder | $2,194 | $5,511-60.2% | $7,024-68.8% | $7,339-70.1% |