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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 | $37,119 | $95,453-61.1% | $112,040-66.9% | $82,448-55.0% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.5%+17.8pp | 68.1%+26.2pp |
| Annual return | 19.75% | 23.92%-4.2pp | 24.52%-4.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,739 | $4,224+83.2% | $5,098+51.8% | $4,139+87.0% |
| Admin fee / account holder | $2,435 | $9,013-73.0% | $12,098-79.9% | $7,234-66.3% |