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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 | $45,624 | $63,355-28.0% | $91,994-50.4% | $72,983-37.5% |
| Participation rate | 92.6% | 72.5%+20.1pp | 78.6%+14.0pp | 69.5%+23.1pp |
| Annual return | 24.45% | 35.35%-10.9pp | 69.03%-44.6pp | 81.01%-56.6pp |
| Employer contribution / active EE | $3,645 | $2,116+72.3% | $3,452+5.6% | $2,440+49.4% |
| Participant deferral / active EE | $5,572 | $4,883+14.1% | $5,923-5.9% | $3,608+54.5% |
| Admin fee / account holder | $2,309 | $4,668-50.5% | $7,743-70.2% | $5,124-54.9% |