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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 | $29,109 | $76,407-61.9% | $150,298-80.6% | $82,448-64.7% |
| Participation rate | 97.6% | 66.4%+31.2pp | 77.8%+19.9pp | 68.1%+29.6pp |
| Annual return | 14.62% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,596 | $2,614-38.9% | $4,154-61.6% | $2,551-37.4% |
| Participant deferral / active EE | $2,993 | $3,214-6.9% | $5,453-45.1% | $4,139-27.7% |
| Admin fee / account holder | $8,174 | $6,352+28.7% | $14,116-42.1% | $7,234+13.0% |