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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 | $75,720-45.3% | $90,312-54.1% | $86,983-52.4% |
| Participation rate | 72.7% | 66.3%+6.5pp | 72.9%-0.2pp | 69.5%+3.2pp |
| Annual return | 14.02% | 18.55%-4.5pp | 18.90%-4.9pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,308 | $1,945-32.7% | $2,243-41.7% | $2,584-49.4% |
| Participant deferral / active EE | $2,772 | $3,001-7.6% | $3,749-26.1% | $4,194-33.9% |
| Admin fee / account holder | $2,194 | $6,201-64.6% | $8,248-73.4% | $7,856-72.1% |