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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 | $19,268 | $39,132-50.8% | $57,196-66.3% | $62,881-69.4% |
| Participation rate | 84.7% | 70.5%+14.3pp | 75.3%+9.4pp | 69.3%+15.4pp |
| Annual return | 17.89% | 9.24%+8.6pp | 14.59%+3.3pp | 20.14%-2.3pp |
| Employer contribution / active EE | $3,728 | $1,874+99.0% | $2,683+39.0% | $2,281+63.5% |
| Participant deferral / active EE | $2,394 | $2,374+0.8% | $3,096-22.7% | $3,203-25.3% |
| Admin fee / account holder | $1,114 | $2,594-57.1% | $3,141-64.5% | $4,296-74.1% |