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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 | $95,404-61.1% | $113,397-67.3% | $82,637-55.1% |
| Participation rate | 94.3% | 72.8%+21.4pp | 76.5%+17.8pp | 68.1%+26.2pp |
| Annual return | 19.75% | 19.08%+0.7pp | 23.20%-3.4pp | 53.51%-33.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,739 | $4,220+83.4% | $5,076+52.4% | $4,126+87.6% |
| Admin fee / account holder | $2,435 | $9,168-73.4% | $11,957-79.6% | $7,339-66.8% |