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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 | $75,058-43.8% | $152,301-72.3% | $64,340-34.5% |
| Participation rate | 88.5% | 60.9%+27.6pp | 82.4%+6.1pp | 55.2%+33.3pp |
| Annual return | 35.41% | 29.93%+5.5pp | 80.50%-45.1pp | 24.14%+11.3pp |
| Employer contribution / active EE | $4,269 | $2,605+63.9% | $4,624-7.7% | $1,862+129.3% |
| Participant deferral / active EE | $8,924 | $5,041+77.0% | $8,004+11.5% | $2,980+199.4% |
| Admin fee / account holder | $8,741 | $4,050+115.8% | $14,398-39.3% | $3,703+136.1% |