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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 | $33,366 | $101,795-67.2% | $165,100-79.8% | $80,959-58.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 19.04% | 16.73%+2.3pp | 70.21%-51.2pp | 35.67%-16.6pp |
| Employer contribution / active EE | $2,902 | $2,954-1.8% | $4,348-33.3% | $2,757+5.2% |
| Participant deferral / active EE | $4,973 | $4,476+11.1% | $6,035-17.6% | $4,300+15.6% |
| Admin fee / account holder | $1,619 | $8,221-80.3% | $12,696-87.2% | $6,925-76.6% |