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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 | $27,223 | $91,179-70.1% | $178,499-84.7% | $79,852-65.9% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 12.25% | 24.19%-11.9pp | 151.10%-138.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $1,109 | $3,256-65.9% | $5,011-77.9% | $2,471-55.1% |
| Participant deferral / active EE | $2,274 | $3,236-29.7% | $5,202-56.3% | $3,740-39.2% |
| Admin fee / account holder | $1,931 | $6,749-71.4% | $13,986-86.2% | $5,306-63.6% |