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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 | $10,942 | $57,073-80.8% | $85,126-87.1% | $80,925-86.5% |
| Participation rate | 90.0% | 56.4%+33.6pp | 67.5%+22.5pp | 67.7%+22.3pp |
| Annual return | 14.31% | 21.69%-7.4pp | 66.63%-52.3pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,758 | $1,801-2.3% | $2,731-35.6% | $2,756-36.2% |
| Participant deferral / active EE | $3,485 | $3,113+11.9% | $4,523-23.0% | $4,299-18.9% |
| Admin fee / account holder | $1,616 | $4,988-67.6% | $6,160-73.8% | $6,940-76.7% |