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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 | $78,880 | $58,851+34.0% | $115,170-31.5% | $72,975+8.1% |
| Participation rate | 92.8% | 65.5%+27.2pp | 75.9%+16.9pp | 69.5%+23.3pp |
| Annual return | 22.70% | 23.16%-0.5pp | 35.60%-12.9pp | 81.01%-58.3pp |
| Employer contribution / active EE | $2,182 | $1,798+21.4% | $3,179-31.4% | $2,440-10.6% |
| Participant deferral / active EE | $3,912 | $2,643+48.1% | $4,169-6.2% | $3,608+8.4% |
| Admin fee / account holder | $4,321 | $6,370-32.2% | $7,089-39.1% | $5,124-15.7% |