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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 | $44,144 | $76,834-42.5% | $108,359-59.3% | $87,485-49.5% |
| Participation rate | 87.8% | 61.7%+26.1pp | 70.1%+17.7pp | 68.9%+18.9pp |
| Annual return | 18.06% | 19.09%-1.0pp | 36.89%-18.8pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,299 | $3,100+103.2% | $4,137+52.3% | $4,274+47.4% |
| Admin fee / account holder | $2,643 | $6,537-59.6% | $9,741-72.9% | $7,775-66.0% |