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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 | $25,263 | $88,360-71.4% | $145,433-82.6% | $67,986-62.8% |
| Participation rate | 86.3% | 65.5%+20.8pp | 82.1%+4.2pp | 57.2%+29.1pp |
| Annual return | 19.08% | 63.15%-44.1pp | 66.58%-47.5pp | 31.67%-12.6pp |
| Employer contribution / active EE | $2,506 | $3,054-18.0% | $4,554-45.0% | $2,019+24.1% |
| Participant deferral / active EE | $2,103 | $5,932-64.6% | $7,897-73.4% | $3,358-37.4% |
| Admin fee / account holder | $2,143 | $3,313-35.3% | $13,129-83.7% | $3,203-33.1% |