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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 | $44,423 | $55,932-20.6% | $76,735-42.1% | $67,986-34.7% |
| Participation rate | 77.1% | 50.8%+26.3pp | 69.5%+7.6pp | 57.2%+19.9pp |
| Annual return | 26.83% | 23.10%+3.7pp | 29.77%-2.9pp | 31.67%-4.8pp |
| Employer contribution / active EE | $1,672 | $1,487+12.4% | $2,454-31.9% | $2,019-17.2% |
| Participant deferral / active EE | $3,441 | $2,558+34.5% | $4,088-15.8% | $3,358+2.5% |
| Admin fee / account holder | $1,708 | $4,907-65.2% | $7,189-76.2% | $3,203-46.7% |