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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 | $72,607-42.9% | $90,259-54.1% | $87,485-52.6% |
| Participation rate | 72.7% | 64.8%+7.9pp | 70.7%+2.0pp | 68.9%+3.8pp |
| Annual return | 14.02% | 18.59%-4.6pp | 18.88%-4.9pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,308 | $1,919-31.8% | $2,291-42.9% | $2,596-49.6% |
| Participant deferral / active EE | $2,772 | $3,055-9.3% | $3,827-27.6% | $4,274-35.1% |
| Admin fee / account holder | $2,194 | $5,947-63.1% | $7,267-69.8% | $7,775-71.8% |