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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 | $75,058-49.6% | $152,301-75.2% | $64,340-41.2% |
| Participation rate | 83.8% | 60.9%+22.9pp | 82.4%+1.4pp | 55.2%+28.6pp |
| Annual return | 34.15% | 29.93%+4.2pp | 80.50%-46.3pp | 24.14%+10.0pp |
| Employer contribution / active EE | $957 | $2,605-63.3% | $4,624-79.3% | $1,862-48.6% |
| Participant deferral / active EE | $6,955 | $5,041+38.0% | $8,004-13.1% | $2,980+133.4% |
| Admin fee / account holder | $4,537 | $4,050+12.0% | $14,398-68.5% | $3,703+22.5% |