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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 | $43,297 | $63,365-31.7% | $91,994-52.9% | $72,975-40.7% |
| Participation rate | 93.8% | 72.5%+21.2pp | 78.6%+15.1pp | 69.5%+24.3pp |
| Annual return | 22.67% | 35.35%-12.7pp | 69.04%-46.4pp | 81.01%-58.3pp |
| Employer contribution / active EE | $1,884 | $2,116-10.9% | $3,453-45.4% | $2,440-22.8% |
| Participant deferral / active EE | $5,838 | $4,883+19.5% | $5,924-1.5% | $3,608+61.8% |
| Admin fee / account holder | $2,493 | $4,670-46.6% | $7,744-67.8% | $5,124-51.3% |