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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 | $40,584 | $57,590-29.5% | $86,233-52.9% | $82,448-50.8% |
| Participation rate | 88.9% | 57.9%+31.0pp | 69.0%+19.9pp | 68.1%+20.8pp |
| Annual return | 20.12% | 22.41%-2.3pp | 61.39%-41.3pp | 41.64%-21.5pp |
| Employer contribution / active EE | $15,393 | $1,655+829.9% | $2,504+514.7% | $2,551+503.4% |
| Participant deferral / active EE | $14,090 | $3,080+357.5% | $4,559+209.0% | $4,139+240.4% |
| Admin fee / account holder | $12,618 | $4,730+166.7% | $8,342+51.3% | $7,234+74.4% |