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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 | $25,456 | $78,520-67.6% | $96,576-73.6% | $82,448-69.1% |
| Participation rate | 89.5% | 77.7%+11.7pp | 81.4%+8.0pp | 68.1%+21.4pp |
| Annual return | 24.35% | 41.30%-16.9pp | 38.47%-14.1pp | 41.64%-17.3pp |
| Employer contribution / active EE | $4,599 | $2,630+74.9% | $3,553+29.4% | $2,551+80.3% |
| Participant deferral / active EE | $7,239 | $6,754+7.2% | $7,956-9.0% | $4,139+74.9% |
| Admin fee / account holder | $2,418 | $13,455-82.0% | $11,381-78.8% | $7,234-66.6% |