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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 | $37,159 | $72,492-48.7% | $87,102-57.3% | $72,983-49.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 26.01% | 24.46%+1.6pp | 28.19%-2.2pp | 81.01%-55.0pp |
| Employer contribution / active EE | $3,513 | $1,894+85.5% | $2,521+39.3% | $2,440+44.0% |
| Participant deferral / active EE | $2,318 | $3,270-29.1% | $4,048-42.8% | $3,608-35.8% |
| Admin fee / account holder | $1,816 | $5,055-64.1% | $7,491-75.8% | $5,124-64.6% |