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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 | $48,534 | $106,524-54.4% | $152,301-68.1% | $87,485-44.5% |
| Participation rate | 86.3% | 75.8%+10.6pp | 82.4%+3.9pp | 68.9%+17.4pp |
| Annual return | 27.11% | 26.89%+0.2pp | 80.50%-53.4pp | 26.06%+1.1pp |
| Employer contribution / active EE | $3,543 | $3,371+5.1% | $4,624-23.4% | $2,596+36.5% |
| Participant deferral / active EE | $5,520 | $6,525-15.4% | $8,004-31.0% | $4,274+29.2% |
| Admin fee / account holder | $2,425 | $8,287-70.7% | $14,398-83.2% | $7,775-68.8% |