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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 | $37,251 | $85,515-56.4% | $112,040-66.8% | $67,986-45.2% |
| Participation rate | 86.5% | 68.2%+18.3pp | 76.5%+10.0pp | 57.2%+29.3pp |
| Annual return | 22.88% | 29.68%-6.8pp | 24.52%-1.6pp | 31.67%-8.8pp |
| Employer contribution / active EE | $5,641 | $2,191+157.4% | $2,954+91.0% | $2,019+179.4% |
| Participant deferral / active EE | $8,683 | $4,014+116.3% | $5,098+70.3% | $3,358+158.6% |
| Admin fee / account holder | $2,332 | $3,774-38.2% | $12,098-80.7% | $3,203-27.2% |