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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 | $51,671 | $53,162-2.8% | $91,225-43.4% | $68,486-24.6% |
| Participation rate | 99.0% | 63.2%+35.8pp | 73.2%+25.8pp | 67.9%+31.1pp |
| Annual return | 20.84% | -3.14%+24.0pp | 114.12%-93.3pp | -7.85%+28.7pp |
| Employer contribution / active EE | $3,932 | $1,709+130.0% | $2,851+37.9% | $2,597+51.4% |
| Participant deferral / active EE | $4,172 | $2,974+40.3% | $4,233-1.5% | $4,028+3.6% |
| Admin fee / account holder | $5,196 | $4,493+15.6% | $5,422-4.2% | $5,404-3.9% |