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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 | $87,884 | $85,515+2.8% | $112,040-21.6% | $67,986+29.3% |
| Participation rate | 97.0% | 68.2%+28.8pp | 76.5%+20.5pp | 57.2%+39.8pp |
| Annual return | 65.97% | 29.68%+36.3pp | 24.52%+41.4pp | 31.67%+34.3pp |
| Employer contribution / active EE | $4,432 | $2,191+102.3% | $2,954+50.0% | $2,019+119.5% |
| Participant deferral / active EE | $7,256 | $4,014+80.8% | $5,098+42.3% | $3,358+116.1% |
| Admin fee / account holder | $8,042 | $3,774+113.1% | $12,098-33.5% | $3,203+151.1% |