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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 | $32,675 | $67,894-51.9% | $89,340-63.4% | $82,448-60.4% |
| Participation rate | 93.9% | 64.0%+29.8pp | 69.6%+24.3pp | 68.1%+25.8pp |
| Annual return | 17.52% | 19.21%-1.7pp | 20.57%-3.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,462 | $1,828+34.7% | $2,231+10.3% | $2,551-3.5% |
| Participant deferral / active EE | $4,651 | $3,072+51.4% | $3,823+21.7% | $4,139+12.4% |
| Admin fee / account holder | $1,101 | $5,723-80.8% | $6,704-83.6% | $7,234-84.8% |