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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 | $42,945 | $63,365-32.2% | $91,994-53.3% | $72,975-41.2% |
| Participation rate | 94.6% | 72.5%+22.1pp | 78.6%+16.0pp | 69.5%+25.1pp |
| Annual return | 27.91% | 35.35%-7.4pp | 69.04%-41.1pp | 81.01%-53.1pp |
| Employer contribution / active EE | $6,554 | $2,116+209.8% | $3,453+89.8% | $2,440+168.6% |
| Participant deferral / active EE | $12,514 | $4,883+156.3% | $5,924+111.2% | $3,608+246.9% |
| Admin fee / account holder | $3,056 | $4,670-34.6% | $7,744-60.5% | $5,124-40.4% |