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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 | $105,301 | $93,598+12.5% | $135,974-22.6% | $75,173+40.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.64% | 30.89%-15.2pp | 68.30%-52.7pp | 160.72%-145.1pp |
| Employer contribution / active EE | $3,702 | $3,538+4.6% | $4,859-23.8% | $2,671+38.6% |
| Participant deferral / active EE | $7,874 | $6,405+22.9% | $7,760+1.5% | $4,126+90.8% |
| Admin fee / account holder | $1,981 | $6,978-71.6% | $10,767-81.6% | $5,651-64.9% |