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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 | $57,925 | $106,524-45.6% | $152,301-62.0% | $87,485-33.8% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.4%+16.4pp | 68.9%+29.9pp |
| Annual return | 22.11% | 26.89%-4.8pp | 80.50%-58.4pp | 26.06%-4.0pp |
| Employer contribution / active EE | $5,282 | $3,371+56.7% | $4,624+14.2% | $2,596+103.5% |
| Participant deferral / active EE | $12,074 | $6,525+85.0% | $8,004+50.9% | $4,274+182.5% |
| Admin fee / account holder | $1,538 | $8,287-81.4% | $14,398-89.3% | $7,775-80.2% |