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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 | $71,946 | $56,339+27.7% | $104,301-31.0% | $68,486+5.1% |
| Participation rate | 94.4% | 63.3%+31.1pp | 73.3%+21.1pp | 67.9%+26.5pp |
| Annual return | -17.10% | -9.19%-7.9pp | 24.61%-41.7pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,691 | $1,960+37.3% | $3,373-20.2% | $2,597+3.6% |
| Participant deferral / active EE | $4,951 | $3,077+60.9% | $4,626+7.0% | $4,028+22.9% |
| Admin fee / account holder | $11,291 | $4,902+130.4% | $7,340+53.8% | $5,404+108.9% |