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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 | $46,161 | $88,360-47.8% | $145,433-68.3% | $67,986-32.1% |
| Participation rate | 70.0% | 65.5%+4.5pp | 82.1%-12.1pp | 57.2%+12.8pp |
| Annual return | 21.08% | 63.15%-42.1pp | 66.58%-45.5pp | 31.67%-10.6pp |
| Employer contribution / active EE | $3,968 | $3,054+29.9% | $4,554-12.9% | $2,019+96.6% |
| Participant deferral / active EE | $10,803 | $5,932+82.1% | $7,897+36.8% | $3,358+221.7% |
| Admin fee / account holder | $2,805 | $3,313-15.3% | $13,129-78.6% | $3,203-12.4% |