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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 | $29,540 | $63,433-53.4% | $63,803-53.7% | $64,097-53.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 55.2%+44.8pp |
| Annual return | 13.83% | 20.74%-6.9pp | 543.72%-529.9pp | 34.64%-20.8pp |
| Employer contribution / active EE | $1,274 | $2,332-45.4% | $2,532-49.7% | $1,891-32.7% |
| Participant deferral / active EE | $3,519 | $3,119+12.8% | $3,843-8.4% | $3,080+14.3% |
| Admin fee / account holder | $2,161 | $1,489+45.1% | $5,196-58.4% | $3,454-37.4% |