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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 | $35,316 | $95,453-63.0% | $112,040-68.5% | $82,448-57.2% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.5%+19.3pp | 68.1%+27.8pp |
| Annual return | 35.12% | 23.92%+11.2pp | 24.52%+10.6pp | 41.64%-6.5pp |
| Employer contribution / active EE | $3,942 | $2,318+70.1% | $2,954+33.5% | $2,551+54.5% |
| Participant deferral / active EE | $7,244 | $4,224+71.5% | $5,098+42.1% | $4,139+75.0% |
| Admin fee / account holder | $11,131 | $9,013+23.5% | $12,098-8.0% | $7,234+53.9% |