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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 | $67,703 | $78,670-13.9% | $109,173-38.0% | $85,847-21.1% |
| Participation rate | 98.7% | 68.3%+30.4pp | 75.9%+22.8pp | 69.3%+29.3pp |
| Annual return | 19.07% | 25.09%-6.0pp | 25.75%-6.7pp | 318.61%-299.5pp |
| Employer contribution / active EE | $1,808 | $2,734-33.9% | $3,723-51.4% | $2,565-29.5% |
| Participant deferral / active EE | $3,362 | $3,467-3.1% | $4,654-27.8% | $3,952-14.9% |
| Admin fee / account holder | $2,245 | $5,469-59.0% | $6,755-66.8% | $6,261-64.1% |