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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 | $38,026 | $95,453-60.2% | $112,040-66.1% | $82,448-53.9% |
| Participation rate | 82.6% | 72.8%+9.9pp | 76.5%+6.1pp | 68.1%+14.5pp |
| Annual return | 19.32% | 23.92%-4.6pp | 24.52%-5.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $4,954 | $2,318+113.8% | $2,954+67.7% | $2,551+94.2% |
| Participant deferral / active EE | $5,090 | $4,224+20.5% | $5,098-0.2% | $4,139+23.0% |
| Admin fee / account holder | $7,740 | $9,013-14.1% | $12,098-36.0% | $7,234+7.0% |