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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 | $59,159 | $79,867-25.9% | $120,344-50.8% | $64,340-8.1% |
| Participation rate | 96.0% | 63.0%+33.0pp | 76.7%+19.3pp | 55.2%+40.8pp |
| Annual return | 18.51% | 21.10%-2.6pp | 20.30%-1.8pp | 24.14%-5.6pp |
| Employer contribution / active EE | $3,181 | $1,925+65.3% | $3,020+5.3% | $1,862+70.9% |
| Participant deferral / active EE | $5,898 | $3,593+64.2% | $5,135+14.9% | $2,980+97.9% |
| Admin fee / account holder | $2,090 | $5,039-58.5% | $12,742-83.6% | $3,703-43.6% |