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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 | $106,864-52.4% | $147,318-65.5% | $82,637-38.4% |
| Participation rate | 87.5% | 75.5%+12.0pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 22.37% | 27.49%-5.1pp | 70.43%-48.1pp | 53.51%-31.1pp |
| Employer contribution / active EE | $5,251 | $3,417+53.7% | $4,593+14.3% | $2,552+105.7% |
| Participant deferral / active EE | $10,896 | $6,496+67.7% | $7,906+37.8% | $4,126+164.1% |
| Admin fee / account holder | $3,668 | $8,415-56.4% | $13,708-73.2% | $7,339-50.0% |