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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 | $28,383 | $78,015-63.6% | $178,505-84.1% | $80,959-64.9% |
| Participation rate | 90.8% | 65.7%+25.1pp | 77.1%+13.7pp | 67.7%+23.1pp |
| Annual return | 11.00% | 18.10%-7.1pp | 27.16%-16.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,114 | $2,281-51.2% | $3,955-71.8% | $2,757-59.6% |
| Participant deferral / active EE | $2,169 | $4,406-50.8% | $6,280-65.5% | $4,300-49.6% |
| Admin fee / account holder | $2,978 | $7,160-58.4% | $10,428-71.4% | $6,925-57.0% |