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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 | $33,684 | $106,749-68.4% | $145,433-76.8% | $82,448-59.1% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 15.24% | 27.59%-12.4pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,867 | $3,444-16.8% | $4,554-37.1% | $2,551+12.4% |
| Participant deferral / active EE | $5,640 | $6,519-13.5% | $7,897-28.6% | $4,139+36.3% |
| Admin fee / account holder | $4,903 | $8,390-41.6% | $13,129-62.7% | $7,234-32.2% |