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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 | $19,521 | $90,400-78.4% | $186,193-89.5% | $87,485-77.7% |
| Participation rate | 98.1% | 66.2%+32.0pp | 77.1%+21.0pp | 68.9%+29.2pp |
| Annual return | 15.82% | 22.15%-6.3pp | 78.03%-62.2pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,772 | $2,170-18.4% | $3,918-54.8% | $2,596-31.8% |
| Participant deferral / active EE | $3,113 | $4,330-28.1% | $6,513-52.2% | $4,274-27.2% |
| Admin fee / account holder | $1,512 | $8,673-82.6% | $11,058-86.3% | $7,775-80.6% |