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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 | $29,175 | $42,910-32.0% | $60,919-52.1% | $68,490-57.4% |
| Participation rate | 95.9% | 66.8%+29.2pp | 73.1%+22.8pp | 67.9%+28.0pp |
| Annual return | -4.10% | -13.99%+9.9pp | 16.96%-21.1pp | -7.85%+3.8pp |
| Employer contribution / active EE | $4,674 | $1,978+136.3% | $2,704+72.9% | $2,597+80.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,771 | $3,104+21.5% | $3,228+16.8% | $5,403-30.2% |