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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 | $20,993 | $75,807-72.3% | $116,096-81.9% | $86,983-75.9% |
| Participation rate | 92.5% | 66.9%+25.6pp | 73.3%+19.1pp | 69.5%+22.9pp |
| Annual return | 15.64% | 18.57%-2.9pp | 326.25%-310.6pp | 25.83%-10.2pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,124 | $3,212-33.9% | $3,952-46.3% | $4,194-49.4% |
| Admin fee / account holder | $1,101 | $6,659-83.5% | $7,704-85.7% | $7,856-86.0% |