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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 | $51,624 | $63,809-19.1% | $81,353-36.5% | $80,935-36.2% |
| Participation rate | 93.2% | 63.9%+29.3pp | 69.5%+23.6pp | 67.7%+25.5pp |
| Annual return | 14.27% | 16.37%-2.1pp | 24.82%-10.5pp | 35.66%-21.4pp |
| Employer contribution / active EE | $3,269 | $1,981+65.0% | $2,464+32.7% | $2,757+18.6% |
| Participant deferral / active EE | $6,867 | $3,093+122.0% | $3,885+76.8% | $4,299+59.7% |
| Admin fee / account holder | $3,098 | $5,686-45.5% | $5,766-46.3% | $6,924-55.3% |