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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 | $42,617 | $97,550-56.3% | $120,344-64.6% | $87,485-51.3% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.7%+12.2pp | 68.9%+20.0pp |
| Annual return | 18.41% | 18.41%0pp | 20.30%-1.9pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,427 | $2,291-37.7% | $3,020-52.7% | $2,596-45.0% |
| Participant deferral / active EE | $4,553 | $4,230+7.6% | $5,135-11.3% | $4,274+6.5% |
| Admin fee / account holder | $1,382 | $9,543-85.5% | $12,742-89.2% | $7,775-82.2% |