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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 | $52,119 | $106,749-51.2% | $145,433-64.2% | $82,448-36.8% |
| Participation rate | 95.5% | 75.6%+19.9pp | 82.1%+13.4pp | 68.1%+27.4pp |
| Annual return | 20.58% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,362 | $6,519-33.1% | $7,897-44.8% | $4,139+5.4% |
| Admin fee / account holder | $1,005 | $8,390-88.0% | $13,129-92.3% | $7,234-86.1% |