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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 | $67,668 | $55,932+21.0% | $76,735-11.8% | $67,986-0.5% |
| Participation rate | 80.7% | 50.8%+29.9pp | 69.5%+11.2pp | 57.2%+23.5pp |
| Annual return | 18.50% | 23.10%-4.6pp | 29.77%-11.3pp | 31.67%-13.2pp |
| Employer contribution / active EE | $2,244 | $1,487+50.9% | $2,454-8.6% | $2,019+11.2% |
| Participant deferral / active EE | $6,814 | $2,558+166.3% | $4,088+66.7% | $3,358+102.9% |
| Admin fee / account holder | $4,572 | $4,907-6.8% | $7,189-36.4% | $3,203+42.7% |