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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 | $48,510 | $91,474-47.0% | $135,982-64.3% | $71,529-32.2% |
| Participation rate | 87.6% | 75.7%+11.9pp | 81.9%+5.7pp | 67.9%+19.7pp |
| Annual return | 27.21% | 29.89%-2.7pp | 68.32%-41.1pp | 28.97%-1.8pp |
| Employer contribution / active EE | $2,827 | $3,705-23.7% | $4,859-41.8% | $2,590+9.2% |
| Participant deferral / active EE | $5,497 | $7,095-22.5% | $7,760-29.2% | $4,291+28.1% |
| Admin fee / account holder | $344 | $1,267-72.9% | $10,767-96.8% | $1,588-78.4% |