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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 | $9,513 | $55,932-83.0% | $76,735-87.6% | $67,986-86.0% |
| Participation rate | 78.8% | 50.8%+28.0pp | 69.5%+9.3pp | 57.2%+21.6pp |
| Annual return | 18.67% | 23.10%-4.4pp | 29.77%-11.1pp | 31.67%-13.0pp |
| Employer contribution / active EE | $1,101 | $1,487-26.0% | $2,454-55.1% | $2,019-45.5% |
| Participant deferral / active EE | $2,483 | $2,558-2.9% | $4,088-39.3% | $3,358-26.0% |
| Admin fee / account holder | $370 | $4,907-92.5% | $7,189-94.9% | $3,203-88.5% |