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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 | $67,894-39.0% | $89,340-53.6% | $82,448-49.7% |
| Participation rate | 72.7% | 64.0%+8.7pp | 69.6%+3.2pp | 68.1%+4.7pp |
| Annual return | 14.02% | 19.21%-5.2pp | 20.57%-6.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,308 | $1,828-28.4% | $2,231-41.4% | $2,551-48.7% |
| Participant deferral / active EE | $2,772 | $3,072-9.8% | $3,823-27.5% | $4,139-33.0% |
| Admin fee / account holder | $2,194 | $5,723-61.7% | $6,704-67.3% | $7,234-69.7% |