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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 | $23,942 | $106,864-77.6% | $147,318-83.7% | $82,637-71.0% |
| Participation rate | 93.9% | 75.5%+18.4pp | 82.1%+11.8pp | 68.1%+25.8pp |
| Annual return | 16.77% | 27.49%-10.7pp | 70.43%-53.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $3,123 | $3,417-8.6% | $4,593-32.0% | $2,552+22.4% |
| Participant deferral / active EE | $5,472 | $6,496-15.8% | $7,906-30.8% | $4,126+32.6% |
| Admin fee / account holder | $4,958 | $8,415-41.1% | $13,708-63.8% | $7,339-32.4% |