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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 | $22,643 | $64,729-65.0% | $112,263-79.8% | $68,490-66.9% |
| Participation rate | 94.5% | 67.2%+27.4pp | 75.1%+19.4pp | 67.9%+26.6pp |
| Annual return | -13.55% | -11.40%-2.2pp | 27.49%-41.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $2,063 | $2,746-24.9% | $3,636-43.3% | $2,597-20.6% |
| Participant deferral / active EE | $6,368 | $3,566+78.6% | $4,729+34.6% | $4,028+58.1% |
| Admin fee / account holder | $4,231 | $5,222-19.0% | $6,410-34.0% | $5,403-21.7% |