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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 | $23,160 | $75,058-69.1% | $152,301-84.8% | $64,340-64.0% |
| Participation rate | 95.0% | 60.9%+34.1pp | 82.4%+12.6pp | 55.2%+39.8pp |
| Annual return | 16.94% | 29.93%-13.0pp | 80.50%-63.6pp | 24.14%-7.2pp |
| Employer contribution / active EE | $1,649 | $2,605-36.7% | $4,624-64.3% | $1,862-11.4% |
| Participant deferral / active EE | $3,817 | $5,041-24.3% | $8,004-52.3% | $2,980+28.1% |
| Admin fee / account holder | $878 | $4,050-78.3% | $14,398-93.9% | $3,703-76.3% |