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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 | $95,084-37.8% | $140,514-57.9% | $69,733-15.2% |
| Participation rate | 96.0% | 68.7%+27.3pp | 77.8%+18.2pp | 62.5%+33.5pp |
| Annual return | 18.51% | 18.56%-0.1pp | 14.36%+4.2pp | 15.22%+3.3pp |
| Employer contribution / active EE | $3,181 | $2,405+32.2% | $3,378-5.9% | $2,250+41.3% |
| Participant deferral / active EE | $5,898 | $3,868+52.5% | $4,919+19.9% | $3,054+93.1% |
| Admin fee / account holder | $2,090 | $4,885-57.2% | $13,697-84.7% | $3,102-32.6% |