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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 | $33,338 | $53,901-38.2% | $134,162-75.2% | $73,497-54.6% |
| Participation rate | 91.3% | 62.8%+28.5pp | 72.2%+19.2pp | 70.7%+20.7pp |
| Annual return | 13.29% | 15.82%-2.5pp | 36.35%-23.1pp | 28.51%-15.2pp |
| Employer contribution / active EE | $841 | $1,458-42.3% | $3,705-77.3% | $2,270-63.0% |
| Participant deferral / active EE | $2,255 | $2,739-17.7% | $3,500-35.6% | $3,740-39.7% |
| Admin fee / account holder | $1,010 | $581+74.0% | $6,685-84.9% | $513+96.9% |