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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 | $67,961 | $106,749-36.3% | $145,433-53.3% | $82,448-17.6% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.4pp |
| Annual return | 18.11% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,047 | $3,444-69.6% | $4,554-77.0% | $2,551-58.9% |
| Participant deferral / active EE | $10,429 | $6,519+60.0% | $7,897+32.1% | $4,139+151.9% |
| Admin fee / account holder | $2,153 | $8,390-74.3% | $13,129-83.6% | $7,234-70.2% |