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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 | $90,400-80.1% | $186,193-90.3% | $87,485-79.4% |
| Participation rate | 98.9% | 66.2%+32.7pp | 77.1%+21.8pp | 68.9%+30.0pp |
| Annual return | 15.53% | 22.15%-6.6pp | 78.03%-62.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $2,189 | $2,170+0.9% | $3,918-44.1% | $2,596-15.7% |
| Participant deferral / active EE | $4,073 | $4,330-5.9% | $6,513-37.5% | $4,274-4.7% |
| Admin fee / account holder | $3,744 | $8,673-56.8% | $11,058-66.1% | $7,775-51.8% |