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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 | $46,489 | $63,924-27.3% | $108,582-57.2% | $55,167-15.7% |
| Participation rate | 86.6% | 74.3%+12.3pp | 79.6%+7.0pp | 69.0%+17.6pp |
| Annual return | 11.24% | 15.31%-4.1pp | -51.70%+62.9pp | 169.23%-158.0pp |
| Employer contribution / active EE | $2,835 | $1,879+50.9% | $3,758-24.6% | $1,963+44.4% |
| Participant deferral / active EE | $2,327 | $3,067-24.1% | $4,311-46.0% | $3,054-23.8% |
| Admin fee / account holder | $1,524 | $618+146.7% | $7,645-80.1% | $504+202.4% |