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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 | $39,964 | $81,457-50.9% | $103,378-61.3% | $80,911-50.6% |
| Participation rate | 90.8% | 66.8%+23.9pp | 74.5%+16.3pp | 67.6%+23.1pp |
| Annual return | 14.03% | 25.58%-11.5pp | 24.91%-10.9pp | 35.63%-21.6pp |
| Employer contribution / active EE | $2,586 | $3,107-16.8% | $3,870-33.2% | $2,756-6.2% |
| Participant deferral / active EE | $4,153 | $3,871+7.3% | $5,058-17.9% | $4,297-3.4% |
| Admin fee / account holder | $2,003 | $6,717-70.2% | $8,401-76.2% | $6,935-71.1% |