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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 | $19,664 | $47,922-59.0% | $75,901-74.1% | $65,185-69.8% |
| Participation rate | 95.0% | 63.0%+32.0pp | 69.3%+25.7pp | 70.2%+24.8pp |
| Annual return | 21.26% | 24.12%-2.9pp | 30.76%-9.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,851 | $1,557+18.9% | $2,501-26.0% | $2,177-15.0% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1,047 | $532+97.0% | $5,420-80.7% | $847+23.6% |