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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 | $81,624 | $76,642+6.5% | $146,866-44.4% | $65,306+25.0% |
| Participation rate | 86.8% | 61.2%+25.6pp | 82.5%+4.3pp | 57.7%+29.1pp |
| Annual return | 20.12% | 33.40%-13.3pp | 102.85%-82.7pp | 21.94%-1.8pp |
| Employer contribution / active EE | $2,216 | $2,621-15.4% | $4,425-49.9% | $1,967+12.7% |
| Participant deferral / active EE | $7,741 | $4,864+59.1% | $7,759-0.2% | $2,959+161.6% |
| Admin fee / account holder | $4,480 | $3,960+13.1% | $13,620-67.1% | $3,480+28.7% |