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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 | $21,956 | $81,331-73.0% | $155,534-85.9% | $80,935-72.9% |
| Participation rate | 97.2% | 66.3%+30.9pp | 78.2%+19.0pp | 67.7%+29.5pp |
| Annual return | 12.56% | 33.37%-20.8pp | 64.92%-52.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $2,468 | $3,105-20.5% | $4,675-47.2% | $2,757-10.5% |
| Participant deferral / active EE | $930 | $3,454-73.1% | $5,630-83.5% | $4,299-78.4% |
| Admin fee / account holder | $1,261 | $7,999-84.2% | $15,900-92.1% | $6,924-81.8% |