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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 | $8,030 | $16,790-52.2% | $64,489-87.5% | $67,986-88.2% |
| Participation rate | 83.5% | 62.4%+21.1pp | 67.7%+15.8pp | 57.2%+26.3pp |
| Annual return | 17.35% | 30.55%-13.2pp | 55.03%-37.7pp | 31.67%-14.3pp |
| Employer contribution / active EE | $758 | $648+17.0% | $1,523-50.2% | $2,019-62.5% |
| Participant deferral / active EE | $2,255 | $1,510+49.3% | $2,778-18.8% | $3,358-32.8% |
| Admin fee / account holder | $1,091 | $1,690-35.4% | $4,260-74.4% | $3,203-65.9% |