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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 | $25,999 | $81,276-68.0% | $155,574-83.3% | $80,925-67.9% |
| Participation rate | 81.8% | 66.2%+15.6pp | 78.2%+3.6pp | 67.7%+14.2pp |
| Annual return | 16.24% | 33.36%-17.1pp | 64.87%-48.6pp | 35.65%-19.4pp |
| Employer contribution / active EE | $1,350 | $3,103-56.5% | $4,676-71.1% | $2,756-51.0% |
| Participant deferral / active EE | $1,725 | $3,453-50.0% | $5,629-69.3% | $4,299-59.9% |
| Admin fee / account holder | $2,751 | $7,993-65.6% | $15,914-82.7% | $6,940-60.4% |