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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 | $63,952 | $76,407-16.3% | $150,298-57.5% | $82,448-22.4% |
| Participation rate | 78.9% | 66.4%+12.5pp | 77.8%+1.1pp | 68.1%+10.8pp |
| Annual return | 13.93% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,930 | $2,614+12.1% | $4,154-29.5% | $2,551+14.9% |
| Participant deferral / active EE | $5,335 | $3,214+66.0% | $5,453-2.2% | $4,139+28.9% |
| Admin fee / account holder | $769 | $6,352-87.9% | $14,116-94.6% | $7,234-89.4% |