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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 | $73,787-32.6% | $98,716-49.6% | $82,448-39.7% |
| Participation rate | 88.8% | 61.4%+27.4pp | 69.3%+19.5pp | 68.1%+20.7pp |
| Annual return | 16.29% | 18.57%-2.3pp | 31.81%-15.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,404 | $1,511-7.1% | $2,279-38.4% | $2,551-45.0% |
| Participant deferral / active EE | $2,008 | $3,081-34.8% | $4,048-50.4% | $4,139-51.5% |
| Admin fee / account holder | $1,422 | $6,500-78.1% | $8,703-83.7% | $7,234-80.3% |