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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 | $86,050-25.7% | $189,758-66.3% | $94,015-32.0% |
| Participation rate | 78.9% | 68.9%+10.0pp | 79.8%-0.9pp | 70.8%+8.1pp |
| Annual return | 13.93% | 17.77%-3.8pp | 52.62%-38.7pp | 17.84%-3.9pp |
| Employer contribution / active EE | $2,930 | $2,819+3.9% | $4,767-38.5% | $2,790+5.0% |
| Participant deferral / active EE | $5,335 | $3,349+59.3% | $5,856-8.9% | $4,249+25.5% |
| Admin fee / account holder | $769 | $6,627-88.4% | $20,388-96.2% | $8,951-91.4% |