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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 | $31,771 | $63,365-49.9% | $91,994-65.5% | $72,975-56.5% |
| Participation rate | 77.7% | 72.5%+5.2pp | 78.6%-1.0pp | 69.5%+8.2pp |
| Annual return | 33.21% | 35.35%-2.1pp | 69.04%-35.8pp | 81.01%-47.8pp |
| Employer contribution / active EE | $2,407 | $2,116+13.8% | $3,453-30.3% | $2,440-1.4% |
| Participant deferral / active EE | $5,475 | $4,883+12.1% | $5,924-7.6% | $3,608+51.7% |
| Admin fee / account holder | $3,063 | $4,670-34.4% | $7,744-60.5% | $5,124-40.2% |