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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 | $18,009 | $84,953-78.8% | $163,379-89.0% | $82,637-78.2% |
| Participation rate | 98.9% | 65.9%+32.9pp | 76.8%+22.1pp | 68.1%+30.8pp |
| Annual return | 15.53% | 23.07%-7.5pp | 63.41%-47.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,189 | $2,183+0.3% | $3,752-41.7% | $2,552-14.2% |
| Participant deferral / active EE | $4,073 | $4,326-5.8% | $6,282-35.2% | $4,126-1.3% |
| Admin fee / account holder | $3,744 | $7,921-52.7% | $9,818-61.9% | $7,339-49.0% |