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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 | $45,343-38.7% | $150,298-81.5% | $67,986-59.1% |
| Participation rate | 94.9% | 51.9%+43.0pp | 77.8%+17.1pp | 57.2%+37.7pp |
| Annual return | 18.98% | 33.28%-14.3pp | 62.79%-43.8pp | 31.67%-12.7pp |
| Employer contribution / active EE | $375 | $1,462-74.3% | $4,154-91.0% | $2,019-81.4% |
| Participant deferral / active EE | $1,052 | $2,055-48.8% | $5,453-80.7% | $3,358-68.7% |
| Admin fee / account holder | $1,914 | $2,250-14.9% | $14,116-86.4% | $3,203-40.2% |