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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 | $44,308 | $106,864-58.5% | $147,318-69.9% | $82,637-46.4% |
| Participation rate | 89.0% | 75.5%+13.5pp | 82.1%+6.9pp | 68.1%+21.0pp |
| Annual return | 28.87% | 27.49%+1.4pp | 70.43%-41.6pp | 53.51%-24.6pp |
| Employer contribution / active EE | $4,951 | $3,417+44.9% | $4,593+7.8% | $2,552+94.0% |
| Participant deferral / active EE | $9,693 | $6,496+49.2% | $7,906+22.6% | $4,126+134.9% |
| Admin fee / account holder | $3,799 | $8,415-54.9% | $13,708-72.3% | $7,339-48.2% |