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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 | $73,787+37.9% | $98,716+3.1% | $82,448+23.4% |
| Participation rate | 97.9% | 61.4%+36.5pp | 69.3%+28.6pp | 68.1%+29.8pp |
| Annual return | 15.03% | 18.57%-3.5pp | 31.81%-16.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,212 | $1,511+178.7% | $2,279+84.8% | $2,551+65.1% |
| Participant deferral / active EE | $5,910 | $3,081+91.8% | $4,048+46.0% | $4,139+42.8% |
| Admin fee / account holder | $4,073 | $6,500-37.3% | $8,703-53.2% | $7,234-43.7% |