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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 | $42,683+10.5% | $112,860-58.2% | $64,340-26.7% |
| Participation rate | 80.4% | 58.7%+21.7pp | 66.3%+14.1pp | 55.2%+25.1pp |
| Annual return | 19.39% | 60.53%-41.1pp | 35.26%-15.9pp | 24.14%-4.8pp |
| Employer contribution / active EE | $2,222 | $1,274+74.5% | $2,206+0.7% | $1,862+19.4% |
| Participant deferral / active EE | $3,720 | $2,315+60.7% | $3,493+6.5% | $2,980+24.8% |
| Admin fee / account holder | $2,255 | $3,670-38.6% | $6,841-67.0% | $3,703-39.1% |