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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 | $19,558 | $46,599-58.0% | $64,101-69.5% | $75,173-74.0% |
| Participation rate | 88.8% | 65.9%+22.8pp | 72.3%+16.5pp | 67.2%+21.6pp |
| Annual return | 12.75% | 26.06%-13.3pp | 33.72%-21.0pp | 160.72%-148.0pp |
| Employer contribution / active EE | $2,089 | $1,975+5.8% | $2,749-24.0% | $2,671-21.8% |
| Participant deferral / active EE | $2,609 | $2,837-8.0% | $3,881-32.8% | $4,126-36.8% |
| Admin fee / account holder | $317 | $2,956-89.3% | $3,070-89.7% | $5,651-94.4% |