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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 | $30,662 | $67,602-54.6% | $82,312-62.7% | $70,126-56.3% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 14.98% | 21.57%-6.6pp | 25.88%-10.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $369 | $1,755-79.0% | $2,428-84.8% | $2,343-84.2% |
| Participant deferral / active EE | $1,830 | $2,987-38.7% | $3,706-50.6% | $3,332-45.1% |
| Admin fee / account holder | $556 | $4,512-87.7% | $5,608-90.1% | $4,645-88.0% |