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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 | $25,261 | $46,599-45.8% | $64,101-60.6% | $75,173-66.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.43% | 26.06%-13.6pp | 33.72%-21.3pp | 160.72%-148.3pp |
| Employer contribution / active EE | $1,043 | $1,975-47.2% | $2,749-62.1% | $2,671-61.0% |
| Participant deferral / active EE | $1,937 | $2,837-31.7% | $3,881-50.1% | $4,126-53.1% |
| Admin fee / account holder | $1,306 | $2,956-55.8% | $3,070-57.5% | $5,651-76.9% |