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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 | $36,207 | $81,358-55.5% | $155,556-76.7% | $80,959-55.3% |
| Participation rate | 91.5% | 66.3%+25.3pp | 78.2%+13.3pp | 67.7%+23.9pp |
| Annual return | 16.63% | 33.39%-16.8pp | 64.84%-48.2pp | 35.67%-19.0pp |
| Employer contribution / active EE | $1,915 | $3,106-38.3% | $4,675-59.0% | $2,757-30.5% |
| Participant deferral / active EE | $3,118 | $3,455-9.8% | $5,631-44.6% | $4,300-27.5% |
| Admin fee / account holder | $6,917 | $7,994-13.5% | $15,885-56.5% | $6,925-0.1% |