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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 | $30,048 | $76,371-60.7% | $93,621-67.9% | $72,975-58.8% |
| Participation rate | 72.0% | 71.8%+0.3pp | 75.8%-3.8pp | 69.5%+2.6pp |
| Annual return | 24.00% | 25.82%-1.8pp | 32.76%-8.8pp | 81.01%-57.0pp |
| Employer contribution / active EE | $1,297 | $2,276-43.0% | $2,719-52.3% | $2,440-46.8% |
| Participant deferral / active EE | $2,952 | $3,538-16.6% | $4,070-27.5% | $3,608-18.2% |
| Admin fee / account holder | $3,957 | $6,839-42.1% | $7,890-49.9% | $5,124-22.8% |