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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 | $39,179 | $86,949-54.9% | $102,460-61.8% | $80,959-51.6% |
| Participation rate | 84.8% | 72.4%+12.4pp | 76.5%+8.3pp | 67.7%+17.1pp |
| Annual return | 18.59% | 18.89%-0.3pp | 29.47%-10.9pp | 35.67%-17.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,392 | $4,121+127.9% | $5,056+85.8% | $4,300+118.4% |
| Admin fee / account holder | $9,300 | $8,048+15.6% | $9,460-1.7% | $6,925+34.3% |