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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 | $17,207 | $41,377-58.4% | $109,313-84.3% | $62,881-72.6% |
| Participation rate | 89.7% | 57.5%+32.1pp | 71.3%+18.4pp | 69.3%+20.4pp |
| Annual return | 6.11% | 11.05%-4.9pp | 22.07%-16.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,046 | $1,276-18.0% | $3,892-73.1% | $2,281-54.1% |
| Participant deferral / active EE | $2,061 | $2,045+0.8% | $3,166-34.9% | $3,203-35.6% |
| Admin fee / account holder | $3,856 | $2,884+33.7% | $5,666-31.9% | $4,296-10.2% |