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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 | $64,594 | $78,197-17.4% | $98,090-34.1% | $82,637-21.8% |
| Participation rate | 96.5% | 77.5%+19.0pp | 81.5%+14.9pp | 68.1%+28.4pp |
| Annual return | 48.04% | 40.25%+7.8pp | 37.05%+11.0pp | 53.51%-5.5pp |
| Employer contribution / active EE | $4,976 | $2,605+91.0% | $3,606+38.0% | $2,552+95.0% |
| Participant deferral / active EE | $11,112 | $6,636+67.5% | $7,845+41.7% | $4,126+169.3% |
| Admin fee / account holder | $4,566 | $14,832-69.2% | $11,815-61.4% | $7,339-37.8% |