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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 | $28,083 | $59,191-52.6% | $76,767-63.4% | $56,289-50.1% |
| Participation rate | 95.2% | 75.2%+20.0pp | 77.0%+18.2pp | 69.9%+25.3pp |
| Annual return | -6.65% | 6.62%-13.3pp | 2.43%-9.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,441 | $1,759+38.8% | $2,485-1.8% | $2,111+15.6% |
| Participant deferral / active EE | $2,030 | $3,255-37.6% | $3,852-47.3% | $3,350-39.4% |
| Admin fee / account holder | $1,085 | $489+121.8% | $6,675-83.7% | $521+108.3% |