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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 | $57,462 | $106,749-46.2% | $145,433-60.5% | $82,448-30.3% |
| Participation rate | 98.9% | 75.6%+23.3pp | 82.1%+16.8pp | 68.1%+30.9pp |
| Annual return | 19.42% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,178 | $3,444-7.7% | $4,554-30.2% | $2,551+24.6% |
| Participant deferral / active EE | $6,444 | $6,519-1.1% | $7,897-18.4% | $4,139+55.7% |
| Admin fee / account holder | $1,989 | $8,390-76.3% | $13,129-84.9% | $7,234-72.5% |