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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 | $22,625 | $59,804-62.2% | $81,982-72.4% | $79,856-71.7% |
| Participation rate | 89.9% | 61.6%+28.2pp | 69.3%+20.6pp | 69.6%+20.2pp |
| Annual return | 11.39% | 17.56%-6.2pp | 41.31%-29.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $971 | $1,713-43.3% | $2,498-61.1% | $2,471-60.7% |
| Participant deferral / active EE | $2,888 | $2,695+7.2% | $3,722-22.4% | $3,741-22.8% |
| Admin fee / account holder | $1,860 | $4,288-56.6% | $5,665-67.2% | $5,306-65.0% |