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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 | $34,766 | $84,936-59.1% | $111,303-68.8% | $79,393-56.2% |
| Participation rate | 79.5% | 75.9%+3.6pp | 77.3%+2.2pp | 70.7%+8.8pp |
| Annual return | 12.75% | 17.45%-4.7pp | 54.66%-41.9pp | 116.87%-104.1pp |
| Employer contribution / active EE | $1,322 | $1,979-33.2% | $2,731-51.6% | $2,428-45.5% |
| Participant deferral / active EE | $3,769 | $3,888-3.1% | $4,487-16.0% | $4,046-6.9% |
| Admin fee / account holder | $2,902 | $537+440.2% | $7,966-63.6% | $627+363.2% |