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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 | $58,676 | $48,327+21.4% | $67,575-13.2% | $80,935-27.5% |
| Participation rate | 98.0% | 66.4%+31.5pp | 72.9%+25.0pp | 67.7%+30.3pp |
| Annual return | 21.17% | 18.31%+2.9pp | 3528.98%-3507.8pp | 35.66%-14.5pp |
| Employer contribution / active EE | $3,823 | $2,022+89.0% | $2,736+39.7% | $2,757+38.7% |
| Participant deferral / active EE | $10,081 | $2,927+244.4% | $4,003+151.8% | $4,299+134.5% |
| Admin fee / account holder | $1,838 | $3,692-50.2% | $3,993-54.0% | $6,924-73.5% |