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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 | $22,383 | $76,834-70.9% | $108,359-79.3% | $87,485-74.4% |
| Participation rate | 96.1% | 61.7%+34.3pp | 70.1%+25.9pp | 68.9%+27.1pp |
| Annual return | 19.61% | 19.09%+0.5pp | 36.89%-17.3pp | 26.06%-6.4pp |
| Employer contribution / active EE | $2,504 | $1,556+60.9% | $2,399+4.3% | $2,596-3.6% |
| Participant deferral / active EE | $4,238 | $3,100+36.7% | $4,137+2.4% | $4,274-0.8% |
| Admin fee / account holder | $1,759 | $6,537-73.1% | $9,741-81.9% | $7,775-77.4% |