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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 | $11,471 | $45,343-74.7% | $150,298-92.4% | $67,986-83.1% |
| Participation rate | 98.5% | 51.9%+46.6pp | 77.8%+20.7pp | 57.2%+41.3pp |
| Annual return | 21.90% | 33.28%-11.4pp | 62.79%-40.9pp | 31.67%-9.8pp |
| Employer contribution / active EE | $2,187 | $1,462+49.6% | $4,154-47.4% | $2,019+8.3% |
| Participant deferral / active EE | $4,004 | $2,055+94.9% | $5,453-26.6% | $3,358+19.2% |
| Admin fee / account holder | $829 | $2,250-63.2% | $14,116-94.1% | $3,203-74.1% |