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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 | $49,740 | $74,535-33.3% | $100,712-50.6% | $82,637-39.8% |
| Participation rate | 88.8% | 61.2%+27.6pp | 69.3%+19.5pp | 68.1%+20.7pp |
| Annual return | 16.29% | 18.92%-2.6pp | 33.27%-17.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,404 | $1,503-6.6% | $2,313-39.3% | $2,552-45.0% |
| Participant deferral / active EE | $2,008 | $3,074-34.7% | $4,085-50.8% | $4,126-51.3% |
| Admin fee / account holder | $1,422 | $6,576-78.4% | $9,256-84.6% | $7,339-80.6% |