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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 | $86,919-54.9% | $102,457-61.8% | $80,911-51.6% |
| Participation rate | 84.8% | 72.4%+12.4pp | 76.5%+8.3pp | 67.6%+17.2pp |
| Annual return | 18.59% | 18.90%-0.3pp | 29.41%-10.8pp | 35.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,392 | $4,119+128.0% | $5,054+85.8% | $4,297+118.6% |
| Admin fee / account holder | $9,300 | $8,049+15.5% | $9,451-1.6% | $6,935+34.1% |