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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 | $73,787-40.2% | $98,716-55.3% | $82,448-46.5% |
| Participation rate | 87.8% | 61.4%+26.4pp | 69.3%+18.5pp | 68.1%+19.7pp |
| Annual return | 18.06% | 18.57%-0.5pp | 31.81%-13.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,299 | $3,081+104.4% | $4,048+55.6% | $4,139+52.2% |
| Admin fee / account holder | $2,643 | $6,500-59.3% | $8,703-69.6% | $7,234-63.5% |