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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 | $14,908 | $45,082-66.9% | $69,464-78.5% | $72,975-79.6% |
| Participation rate | 86.1% | 68.5%+17.6pp | 74.6%+11.5pp | 69.5%+16.6pp |
| Annual return | 22.28% | 22.66%-0.4pp | 28.98%-6.7pp | 81.01%-58.7pp |
| Employer contribution / active EE | $1,689 | $2,055-17.8% | $2,779-39.2% | $2,440-30.8% |
| Participant deferral / active EE | $1,921 | $2,604-26.2% | $3,536-45.7% | $3,608-46.7% |
| Admin fee / account holder | $2,446 | $3,057-20.0% | $3,840-36.3% | $5,124-52.3% |