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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 | $64,517-20.0% | $81,438-36.6% | $80,874-36.2% |
| Participation rate | 93.2% | 63.9%+29.3pp | 69.5%+23.7pp | 67.6%+25.5pp |
| Annual return | 14.27% | 16.35%-2.1pp | 24.74%-10.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $3,269 | $1,982+65.0% | $2,460+32.9% | $2,756+18.6% |
| Participant deferral / active EE | $6,867 | $3,096+121.8% | $3,883+76.8% | $4,297+59.8% |
| Admin fee / account holder | $3,098 | $5,677-45.4% | $5,764-46.2% | $6,935-55.3% |