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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 | $42,147 | $88,360-52.3% | $145,433-71.0% | $67,986-38.0% |
| Participation rate | 88.5% | 65.5%+23.0pp | 82.1%+6.4pp | 57.2%+31.3pp |
| Annual return | 35.41% | 63.15%-27.7pp | 66.58%-31.2pp | 31.67%+3.7pp |
| Employer contribution / active EE | $4,269 | $3,054+39.8% | $4,554-6.3% | $2,019+111.5% |
| Participant deferral / active EE | $8,924 | $5,932+50.4% | $7,897+13.0% | $3,358+165.8% |
| Admin fee / account holder | $8,741 | $3,313+163.8% | $13,129-33.4% | $3,203+172.9% |