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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 | $106,524-52.2% | $152,301-66.6% | $87,485-41.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.4%+5.1pp | 68.9%+18.6pp |
| Annual return | 22.37% | 26.89%-4.5pp | 80.50%-58.1pp | 26.06%-3.7pp |
| Employer contribution / active EE | $5,251 | $3,371+55.7% | $4,624+13.5% | $2,596+102.2% |
| Participant deferral / active EE | $10,896 | $6,525+67.0% | $8,004+36.1% | $4,274+155.0% |
| Admin fee / account holder | $3,668 | $8,287-55.7% | $14,398-74.5% | $7,775-52.8% |