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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 | $9,119 | $45,343-79.9% | $150,298-93.9% | $67,986-86.6% |
| Participation rate | 85.0% | 51.9%+33.2pp | 77.8%+7.3pp | 57.2%+27.8pp |
| Annual return | 25.21% | 33.28%-8.1pp | 62.79%-37.6pp | 31.67%-6.5pp |
| Employer contribution / active EE | $1,166 | $1,462-20.3% | $4,154-71.9% | $2,019-42.3% |
| Participant deferral / active EE | $2,213 | $2,055+7.7% | $5,453-59.4% | $3,358-34.1% |
| Admin fee / account holder | $709 | $2,250-68.5% | $14,116-95.0% | $3,203-77.9% |