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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 | $27,792 | $41,016-32.2% | $152,093-81.7% | $64,097-56.6% |
| Participation rate | 94.9% | 51.3%+43.5pp | 77.8%+17.1pp | 55.2%+39.7pp |
| Annual return | 18.98% | 39.60%-20.6pp | 66.36%-47.4pp | 34.64%-15.7pp |
| Employer contribution / active EE | $375 | $1,342-72.0% | $4,175-91.0% | $1,891-80.2% |
| Participant deferral / active EE | $1,052 | $1,927-45.4% | $5,451-80.7% | $3,080-65.8% |
| Admin fee / account holder | $1,914 | $2,305-17.0% | $14,497-86.8% | $3,454-44.6% |