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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 | $34,257 | $106,749-67.9% | $145,433-76.4% | $82,448-58.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 29.18% | 27.59%+1.6pp | 66.58%-37.4pp | 41.64%-12.5pp |
| Employer contribution / active EE | $4,708 | $3,444+36.7% | $4,554+3.4% | $2,551+84.6% |
| Participant deferral / active EE | $8,939 | $6,519+37.1% | $7,897+13.2% | $4,139+115.9% |
| Admin fee / account holder | $3,973 | $8,390-52.6% | $13,129-69.7% | $7,234-45.1% |