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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 | $43,571 | $67,411-35.4% | $91,004-52.1% | $70,126-37.9% |
| Participation rate | 94.9% | 71.4%+23.6pp | 75.6%+19.3pp | 69.5%+25.4pp |
| Annual return | 20.16% | -40.16%+60.3pp | 4.60%+15.6pp | 73.15%-53.0pp |
| Employer contribution / active EE | $1,041 | $1,786-41.7% | $2,456-57.6% | $2,343-55.6% |
| Participant deferral / active EE | $3,649 | $2,823+29.3% | $3,548+2.9% | $3,332+9.5% |
| Admin fee / account holder | $978 | $4,236-76.9% | $5,417-81.9% | $4,645-78.9% |