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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 | $101,751 | $83,898+21.3% | $133,346-23.7% | $94,015+8.2% |
| Participation rate | 97.9% | 63.4%+34.5pp | 72.8%+25.0pp | 70.8%+27.1pp |
| Annual return | 15.03% | 16.00%-1.0pp | 36.85%-21.8pp | 17.84%-2.8pp |
| Employer contribution / active EE | $4,212 | $1,821+131.3% | $2,853+47.6% | $2,790+51.0% |
| Participant deferral / active EE | $5,910 | $3,245+82.1% | $4,332+36.4% | $4,249+39.1% |
| Admin fee / account holder | $4,073 | $7,809-47.8% | $14,264-71.4% | $8,951-54.5% |