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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 | $75,720-80.0% | $90,312-83.3% | $86,983-82.6% |
| Participation rate | 93.6% | 66.3%+27.3pp | 72.9%+20.7pp | 69.5%+24.0pp |
| Annual return | 14.09% | 18.55%-4.5pp | 18.90%-4.8pp | 25.83%-11.7pp |
| Employer contribution / active EE | $742 | $1,945-61.9% | $2,243-66.9% | $2,584-71.3% |
| Participant deferral / active EE | $2,097 | $3,001-30.1% | $3,749-44.1% | $4,194-50.0% |
| Admin fee / account holder | $3,194 | $6,201-48.5% | $8,248-61.3% | $7,856-59.3% |