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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 | $85,515-30.8% | $112,040-47.2% | $67,986-13.0% |
| Participation rate | 96.0% | 68.2%+27.8pp | 76.5%+19.5pp | 57.2%+38.8pp |
| Annual return | 18.51% | 29.68%-11.2pp | 24.52%-6.0pp | 31.67%-13.2pp |
| Employer contribution / active EE | $3,181 | $2,191+45.2% | $2,954+7.7% | $2,019+57.6% |
| Participant deferral / active EE | $5,898 | $4,014+46.9% | $5,098+15.7% | $3,358+75.6% |
| Admin fee / account holder | $2,090 | $3,774-44.6% | $12,098-82.7% | $3,203-34.8% |