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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 | $50,871 | $106,749-52.3% | $145,433-65.0% | $82,448-38.3% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 22.37% | 27.59%-5.2pp | 66.58%-44.2pp | 41.64%-19.3pp |
| Employer contribution / active EE | $5,251 | $3,444+52.4% | $4,554+15.3% | $2,551+105.8% |
| Participant deferral / active EE | $10,896 | $6,519+67.2% | $7,897+38.0% | $4,139+163.2% |
| Admin fee / account holder | $3,668 | $8,390-56.3% | $13,129-72.1% | $7,234-49.3% |