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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 | $67,452 | $46,596+44.8% | $64,099+5.2% | $75,181-10.3% |
| Participation rate | 95.1% | 65.9%+29.2pp | 72.3%+22.8pp | 67.2%+27.9pp |
| Annual return | 20.70% | 26.04%-5.3pp | 33.70%-13.0pp | 160.69%-140.0pp |
| Employer contribution / active EE | $1,185 | $1,975-40.0% | $2,748-56.9% | $2,671-55.6% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $499 | $2,954-83.1% | $3,070-83.7% | $5,650-91.2% |