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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 | $62,516 | $46,732+33.8% | $156,551-60.1% | $55,167+13.3% |
| Participation rate | 82.7% | 65.8%+16.9pp | 84.0%-1.3pp | 69.0%+13.7pp |
| Annual return | 11.25% | 17.72%-6.5pp | 32.23%-21.0pp | 169.23%-158.0pp |
| Employer contribution / active EE | $1,629 | $2,105-22.6% | $5,501-70.4% | $1,963-17.0% |
| Participant deferral / active EE | $2,196 | $2,204-0.4% | $4,871-54.9% | $3,054-28.1% |
| Admin fee / account holder | $2,576 | $418+515.7% | $13,028-80.2% | $504+411.2% |