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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 | $32,957 | $61,295-46.2% | $149,682-78.0% | $71,476-53.9% |
| Participation rate | 86.9% | 62.5%+24.4pp | 78.8%+8.1pp | 67.9%+19.0pp |
| Annual return | 15.87% | 35.86%-20.0pp | 134.35%-118.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,864 | $2,380-21.7% | $4,818-61.3% | $2,589-28.0% |
| Participant deferral / active EE | $3,038 | $2,918+4.1% | $5,681-46.5% | $4,290-29.2% |
| Admin fee / account holder | $1,876 | $1,262+48.7% | $13,210-85.8% | $1,587+18.2% |