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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 | $53,036 | $106,864-50.4% | $147,318-64.0% | $82,637-35.8% |
| Participation rate | 96.2% | 75.5%+20.6pp | 82.1%+14.1pp | 68.1%+28.1pp |
| Annual return | 16.77% | 27.49%-10.7pp | 70.43%-53.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $2,470 | $3,417-27.7% | $4,593-46.2% | $2,552-3.2% |
| Participant deferral / active EE | $5,411 | $6,496-16.7% | $7,906-31.6% | $4,126+31.1% |
| Admin fee / account holder | $3,078 | $8,415-63.4% | $13,708-77.5% | $7,339-58.1% |