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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 | $69,273-64.3% | $90,796-72.7% | $82,637-70.0% |
| Participation rate | 85.3% | 64.0%+21.3pp | 69.5%+15.8pp | 68.1%+17.3pp |
| Annual return | 13.38% | 18.37%-5.0pp | 19.29%-5.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $2,315 | $1,865+24.1% | $2,294+0.9% | $2,552-9.3% |
| Participant deferral / active EE | $3,200 | $3,047+5.0% | $3,822-16.3% | $4,126-22.4% |
| Admin fee / account holder | $2,693 | $5,511-51.1% | $7,024-61.7% | $7,339-63.3% |