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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 | $42,972 | $78,690-45.4% | $161,489-73.4% | $87,485-50.9% |
| Participation rate | 92.4% | 67.5%+24.9pp | 78.7%+13.7pp | 68.9%+23.5pp |
| Annual return | 18.17% | 32.74%-14.6pp | 89.72%-71.6pp | 26.06%-7.9pp |
| Employer contribution / active EE | $2,301 | $2,588-11.1% | $4,268-46.1% | $2,596-11.4% |
| Participant deferral / active EE | $4,203 | $3,311+26.9% | $5,630-25.3% | $4,274-1.7% |
| Admin fee / account holder | $3,287 | $6,724-51.1% | $16,006-79.5% | $7,775-57.7% |