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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 | $106,749-54.5% | $145,433-66.6% | $82,448-41.1% |
| Participation rate | 86.3% | 75.6%+10.7pp | 82.1%+4.2pp | 68.1%+18.2pp |
| Annual return | 27.11% | 27.59%-0.5pp | 66.58%-39.5pp | 41.64%-14.5pp |
| Employer contribution / active EE | $3,543 | $3,444+2.9% | $4,554-22.2% | $2,551+38.9% |
| Participant deferral / active EE | $5,520 | $6,519-15.3% | $7,897-30.1% | $4,139+33.3% |
| Admin fee / account holder | $2,425 | $8,390-71.1% | $13,129-81.5% | $7,234-66.5% |