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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 | $37,802 | $88,360-57.2% | $145,433-74.0% | $67,986-44.4% |
| Participation rate | 83.8% | 65.5%+18.3pp | 82.1%+1.7pp | 57.2%+26.6pp |
| Annual return | 34.15% | 63.15%-29.0pp | 66.58%-32.4pp | 31.67%+2.5pp |
| Employer contribution / active EE | $957 | $3,054-68.7% | $4,554-79.0% | $2,019-52.6% |
| Participant deferral / active EE | $6,955 | $5,932+17.2% | $7,897-11.9% | $3,358+107.1% |
| Admin fee / account holder | $4,537 | $3,313+36.9% | $13,129-65.4% | $3,203+41.6% |