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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 | $30,300 | $49,657-39.0% | $93,063-67.4% | $67,986-55.4% |
| Participation rate | 99.0% | 49.9%+49.1pp | 72.1%+26.9pp | 57.2%+41.8pp |
| Annual return | 21.79% | 26.27%-4.5pp | 34.15%-12.4pp | 31.67%-9.9pp |
| Employer contribution / active EE | $4,838 | $1,279+278.4% | $2,476+95.4% | $2,019+139.7% |
| Participant deferral / active EE | $7,078 | $2,484+185.0% | $3,958+78.8% | $3,358+110.8% |
| Admin fee / account holder | $5,231 | $2,843+84.0% | $6,033-13.3% | $3,203+63.3% |