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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 | $57,090 | $75,058-23.9% | $152,301-62.5% | $64,340-11.3% |
| Participation rate | 89.4% | 60.9%+28.5pp | 82.4%+6.9pp | 55.2%+34.1pp |
| Annual return | 35.93% | 29.93%+6.0pp | 80.50%-44.6pp | 24.14%+11.8pp |
| Employer contribution / active EE | $4,909 | $2,605+88.5% | $4,624+6.2% | $1,862+163.7% |
| Participant deferral / active EE | $10,722 | $5,041+112.7% | $8,004+34.0% | $2,980+259.7% |
| Admin fee / account holder | $1,133 | $4,050-72.0% | $14,398-92.1% | $3,703-69.4% |