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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 | $10,586 | $57,140-81.5% | $85,240-87.6% | $80,959-86.9% |
| Participation rate | 95.0% | 56.4%+38.6pp | 67.5%+27.5pp | 67.7%+27.3pp |
| Annual return | 14.31% | 21.71%-7.4pp | 66.75%-52.4pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,758 | $1,802-2.4% | $2,735-35.7% | $2,757-36.2% |
| Participant deferral / active EE | $3,485 | $3,115+11.9% | $4,527-23.0% | $4,300-19.0% |
| Admin fee / account holder | $1,563 | $4,992-68.7% | $6,165-74.6% | $6,925-77.4% |