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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 | $32,517 | $65,246-50.2% | $98,716-67.1% | $67,986-52.2% |
| Participation rate | 77.0% | 51.4%+25.6pp | 69.3%+7.8pp | 57.2%+19.8pp |
| Annual return | 14.76% | 20.58%-5.8pp | 31.81%-17.0pp | 31.67%-16.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,519 | $2,594+35.6% | $4,048-13.1% | $3,358+4.8% |
| Admin fee / account holder | $1,138 | $4,561-75.0% | $8,703-86.9% | $3,203-64.5% |