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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 | $45,294 | $81,262-44.3% | $155,602-70.9% | $80,911-44.0% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.1pp | 67.6%+27.7pp |
| Annual return | 13.13% | 33.34%-20.2pp | 64.81%-51.7pp | 35.63%-22.5pp |
| Employer contribution / active EE | $1,536 | $3,102-50.5% | $4,675-67.1% | $2,756-44.3% |
| Participant deferral / active EE | $3,426 | $3,451-0.7% | $5,629-39.1% | $4,297-20.3% |
| Admin fee / account holder | $3,764 | $7,992-52.9% | $15,923-76.4% | $6,935-45.7% |