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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 | $76,642-25.5% | $146,866-61.1% | $65,306-12.6% |
| Participation rate | 89.4% | 61.2%+28.1pp | 82.5%+6.9pp | 57.7%+31.7pp |
| Annual return | 35.93% | 33.40%+2.5pp | 102.85%-66.9pp | 21.94%+14.0pp |
| Employer contribution / active EE | $4,909 | $2,621+87.3% | $4,425+11.0% | $1,967+149.5% |
| Participant deferral / active EE | $10,722 | $4,864+120.4% | $7,759+38.2% | $2,959+262.3% |
| Admin fee / account holder | $1,133 | $3,960-71.4% | $13,620-91.7% | $3,480-67.4% |