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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 | $77,717 | $77,817-0.1% | $123,553-37.1% | $64,173+21.1% |
| Participation rate | 95.2% | 74.7%+20.4pp | 82.3%+12.9pp | 69.6%+25.6pp |
| Annual return | 9.36% | 12.49%-3.1pp | 119.21%-109.8pp | 7.63%+1.7pp |
| Employer contribution / active EE | $2,900 | $3,014-3.8% | $4,628-37.3% | $2,381+21.8% |
| Participant deferral / active EE | $5,250 | $5,240+0.2% | $6,426-18.3% | $3,470+51.3% |
| Admin fee / account holder | $3,200 | $5,519-42.0% | $9,284-65.5% | $4,887-34.5% |