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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 | $22,383 | $73,787-69.7% | $98,716-77.3% | $82,448-72.9% |
| Participation rate | 96.1% | 61.4%+34.6pp | 69.3%+26.8pp | 68.1%+28.0pp |
| Annual return | 19.61% | 18.57%+1.0pp | 31.81%-12.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,504 | $1,511+65.7% | $2,279+9.9% | $2,551-1.9% |
| Participant deferral / active EE | $4,238 | $3,081+37.5% | $4,048+4.7% | $4,139+2.4% |
| Admin fee / account holder | $1,759 | $6,500-72.9% | $8,703-79.8% | $7,234-75.7% |