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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 | $19,680 | $45,872-57.1% | $77,100-74.5% | $68,490-71.3% |
| Participation rate | 81.8% | 55.9%+25.9pp | 67.9%+13.9pp | 67.9%+13.9pp |
| Annual return | -14.27% | 1.73%-16.0pp | 42.35%-56.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,171 | $1,650+31.6% | $2,815-22.9% | $2,597-16.4% |
| Participant deferral / active EE | $3,948 | $2,963+33.3% | $4,430-10.9% | $4,028-2.0% |
| Admin fee / account holder | $2,205 | $3,041-27.5% | $5,443-59.5% | $5,403-59.2% |