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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 | $15,114 | $67,894-77.7% | $89,340-83.1% | $82,448-81.7% |
| Participation rate | 93.6% | 64.0%+29.5pp | 69.6%+24.0pp | 68.1%+25.5pp |
| Annual return | 14.09% | 19.21%-5.1pp | 20.57%-6.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $742 | $1,828-59.4% | $2,231-66.8% | $2,551-70.9% |
| Participant deferral / active EE | $2,097 | $3,072-31.7% | $3,823-45.1% | $4,139-49.3% |
| Admin fee / account holder | $3,194 | $5,723-44.2% | $6,704-52.4% | $7,234-55.9% |