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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 | $42,657 | $48,078-11.3% | $78,676-45.8% | $62,881-32.2% |
| Participation rate | 98.2% | 65.2%+33.0pp | 73.6%+24.6pp | 69.3%+28.9pp |
| Annual return | 16.93% | 31.36%-14.4pp | 62.19%-45.3pp | 20.14%-3.2pp |
| Employer contribution / active EE | $3,965 | $2,015+96.8% | $2,850+39.1% | $2,281+73.8% |
| Participant deferral / active EE | $1,684 | $2,587-34.9% | $3,517-52.1% | $3,203-47.4% |
| Admin fee / account holder | $6,997 | $3,206+118.2% | $4,510+55.1% | $4,296+62.9% |