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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 | $45,802 | $76,551-40.2% | $123,894-63.0% | $62,881-27.2% |
| Participation rate | 95.7% | 73.0%+22.7pp | 81.4%+14.3pp | 69.3%+26.4pp |
| Annual return | 6.27% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,082 | $2,882+6.9% | $4,617-33.3% | $2,281+35.1% |
| Participant deferral / active EE | $4,230 | $4,840-12.6% | $5,984-29.3% | $3,203+32.1% |
| Admin fee / account holder | $2,647 | $4,826-45.1% | $8,357-68.3% | $4,296-38.4% |