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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 | $37,702 | $45,343-16.8% | $150,298-74.9% | $67,986-44.5% |
| Participation rate | 92.7% | 51.9%+40.8pp | 77.8%+14.9pp | 57.2%+35.5pp |
| Annual return | 13.08% | 33.28%-20.2pp | 62.79%-49.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $519 | $1,462-64.5% | $4,154-87.5% | $2,019-74.3% |
| Participant deferral / active EE | $2,651 | $2,055+29.0% | $5,453-51.4% | $3,358-21.1% |
| Admin fee / account holder | $4,625 | $2,250+105.6% | $14,116-67.2% | $3,203+44.4% |