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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 | $32,441 | $101,798-68.1% | $165,071-80.3% | $80,935-59.9% |
| Participation rate | 98.6% | 71.8%+26.8pp | 78.6%+20.0pp | 67.7%+31.0pp |
| Annual return | 19.58% | 16.73%+2.9pp | 70.17%-50.6pp | 35.66%-16.1pp |
| Employer contribution / active EE | $2,884 | $2,954-2.4% | $4,347-33.7% | $2,757+4.6% |
| Participant deferral / active EE | $4,827 | $4,476+7.8% | $6,035-20.0% | $4,299+12.3% |
| Admin fee / account holder | $714 | $8,221-91.3% | $12,695-94.4% | $6,924-89.7% |