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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 | $23,939 | $84,236-71.6% | $170,435-86.0% | $70,126-65.9% |
| Participation rate | 97.8% | 70.8%+27.0pp | 83.6%+14.2pp | 69.5%+28.3pp |
| Annual return | 14.44% | 23.06%-8.6pp | 205.94%-191.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $2,765 | $3,387-18.4% | $5,432-49.1% | $2,343+18.0% |
| Participant deferral / active EE | $3,899 | $3,086+26.3% | $4,939-21.1% | $3,332+17.0% |
| Admin fee / account holder | $786 | $5,698-86.2% | $13,881-94.3% | $4,645-83.1% |