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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 | $77,814-17.8% | $158,223-59.6% | $86,983-26.5% |
| Participation rate | 78.9% | 68.4%+10.5pp | 79.2%-0.3pp | 69.5%+9.3pp |
| Annual return | 13.93% | 30.54%-16.6pp | 52.09%-38.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $2,930 | $2,592+13.0% | $4,109-28.7% | $2,584+13.4% |
| Participant deferral / active EE | $5,335 | $3,270+63.2% | $5,467-2.4% | $4,194+27.2% |
| Admin fee / account holder | $769 | $5,879-86.9% | $16,047-95.2% | $7,856-90.2% |