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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 | $74,109 | $83,477-11.2% | $125,175-40.8% | $72,986+1.5% |
| Participation rate | 84.8% | 73.3%+11.5pp | 79.8%+5.0pp | 69.5%+15.3pp |
| Annual return | 29.36% | 25.78%+3.6pp | 43.79%-14.4pp | 81.01%-51.6pp |
| Employer contribution / active EE | $1,086 | $2,345-53.7% | $3,865-71.9% | $2,440-55.5% |
| Participant deferral / active EE | $3,018 | $3,585-15.8% | $4,937-38.9% | $3,607-16.3% |
| Admin fee / account holder | $1,903 | $5,517-65.5% | $9,702-80.4% | $5,124-62.9% |