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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 | $48,224 | $85,515-43.6% | $112,040-57.0% | $67,986-29.1% |
| Participation rate | 91.2% | 68.2%+23.0pp | 76.5%+14.7pp | 57.2%+34.0pp |
| Annual return | 22.73% | 29.68%-7.0pp | 24.52%-1.8pp | 31.67%-8.9pp |
| Employer contribution / active EE | $2,862 | $2,191+30.6% | $2,954-3.1% | $2,019+41.8% |
| Participant deferral / active EE | $5,575 | $4,014+38.9% | $5,098+9.4% | $3,358+66.0% |
| Admin fee / account holder | $4,596 | $3,774+21.8% | $12,098-62.0% | $3,203+43.5% |