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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 | $24,760 | $67,894-63.5% | $89,340-72.3% | $82,448-70.0% |
| Participation rate | 85.3% | 64.0%+21.3pp | 69.6%+15.8pp | 68.1%+17.3pp |
| Annual return | 13.38% | 19.21%-5.8pp | 20.57%-7.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,315 | $1,828+26.6% | $2,231+3.7% | $2,551-9.3% |
| Participant deferral / active EE | $3,200 | $3,072+4.2% | $3,823-16.3% | $4,139-22.7% |
| Admin fee / account holder | $2,693 | $5,723-52.9% | $6,704-59.8% | $7,234-62.8% |