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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 | $47,145 | $16,790+180.8% | $64,489-26.9% | $67,986-30.7% |
| Participation rate | 80.4% | 62.4%+18.0pp | 67.7%+12.7pp | 57.2%+23.2pp |
| Annual return | 19.39% | 30.55%-11.2pp | 55.03%-35.6pp | 31.67%-12.3pp |
| Employer contribution / active EE | $2,222 | $648+243.1% | $1,523+45.9% | $2,019+10.1% |
| Participant deferral / active EE | $3,720 | $1,510+146.3% | $2,778+33.9% | $3,358+10.8% |
| Admin fee / account holder | $2,255 | $1,690+33.4% | $4,260-47.1% | $3,203-29.6% |