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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 | $21,066 | $55,713-62.2% | $75,894-72.2% | $72,983-71.1% |
| Participation rate | 94.4% | 61.1%+33.2pp | 69.3%+25.1pp | 69.5%+24.9pp |
| Annual return | 17.06% | 27.60%-10.5pp | 30.76%-13.7pp | 81.01%-63.9pp |
| Employer contribution / active EE | $2,408 | $1,687+42.7% | $2,501-3.7% | $2,440-1.3% |
| Participant deferral / active EE | $5,321 | $2,634+102.0% | $3,603+47.7% | $3,608+47.5% |
| Admin fee / account holder | $7,025 | $3,980+76.5% | $5,420+29.6% | $5,124+37.1% |