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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 | $88,097 | $97,550-9.7% | $120,344-26.8% | $87,485+0.7% |
| Participation rate | 78.3% | 72.8%+5.5pp | 76.7%+1.6pp | 68.9%+9.4pp |
| Annual return | 23.46% | 18.41%+5.0pp | 20.30%+3.2pp | 26.06%-2.6pp |
| Employer contribution / active EE | $1,336 | $2,291-41.7% | $3,020-55.8% | $2,596-48.6% |
| Participant deferral / active EE | $8,140 | $4,230+92.5% | $5,135+58.5% | $4,274+90.5% |
| Admin fee / account holder | $7,604 | $9,543-20.3% | $12,742-40.3% | $7,775-2.2% |