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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 | $12,570 | $78,690-84.0% | $161,489-92.2% | $87,485-85.6% |
| Participation rate | 94.5% | 67.5%+27.1pp | 78.7%+15.8pp | 68.9%+25.6pp |
| Annual return | 18.99% | 32.74%-13.8pp | 89.72%-70.7pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,434 | $2,588-44.6% | $4,268-66.4% | $2,596-44.8% |
| Participant deferral / active EE | $3,058 | $3,311-7.6% | $5,630-45.7% | $4,274-28.4% |
| Admin fee / account holder | $732 | $6,724-89.1% | $16,006-95.4% | $7,775-90.6% |