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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 | $29,477 | $81,276-63.7% | $155,574-81.1% | $80,925-63.6% |
| Participation rate | 96.4% | 66.2%+30.1pp | 78.2%+18.2pp | 67.7%+28.7pp |
| Annual return | 27.08% | 33.36%-6.3pp | 64.87%-37.8pp | 35.65%-8.6pp |
| Employer contribution / active EE | $2,232 | $3,103-28.1% | $4,676-52.3% | $2,756-19.0% |
| Participant deferral / active EE | $4,358 | $3,453+26.2% | $5,629-22.6% | $4,299+1.4% |
| Admin fee / account holder | $7,043 | $7,993-11.9% | $15,914-55.7% | $6,940+1.5% |