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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 | $22,979 | $61,166-62.4% | $185,837-87.6% | $79,393-71.1% |
| Participation rate | 95.7% | 66.6%+29.1pp | 81.7%+14.0pp | 70.7%+25.0pp |
| Annual return | 26.34% | 19.45%+6.9pp | 122.08%-95.7pp | 116.87%-90.5pp |
| Employer contribution / active EE | $2,349 | $2,321+1.2% | $5,168-54.6% | $2,428-3.3% |
| Participant deferral / active EE | $5,077 | $2,789+82.1% | $5,568-8.8% | $4,046+25.5% |
| Admin fee / account holder | $695 | $710-2.1% | $16,241-95.7% | $627+10.9% |