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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 | $63,952 | $78,690-18.7% | $161,489-60.4% | $87,485-26.9% |
| Participation rate | 78.9% | 67.5%+11.4pp | 78.7%+0.2pp | 68.9%+10.0pp |
| Annual return | 13.93% | 32.74%-18.8pp | 89.72%-75.8pp | 26.06%-12.1pp |
| Employer contribution / active EE | $2,930 | $2,588+13.2% | $4,268-31.4% | $2,596+12.9% |
| Participant deferral / active EE | $5,335 | $3,311+61.1% | $5,630-5.2% | $4,274+24.8% |
| Admin fee / account holder | $769 | $6,724-88.6% | $16,006-95.2% | $7,775-90.1% |