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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 | $39,628 | $106,864-62.9% | $147,318-73.1% | $82,637-52.0% |
| Participation rate | 90.2% | 75.5%+14.7pp | 82.1%+8.2pp | 68.1%+22.2pp |
| Annual return | 18.72% | 27.49%-8.8pp | 70.43%-51.7pp | 53.51%-34.8pp |
| Employer contribution / active EE | $2,732 | $3,417-20.0% | $4,593-40.5% | $2,552+7.1% |
| Participant deferral / active EE | $4,997 | $6,496-23.1% | $7,906-36.8% | $4,126+21.1% |
| Admin fee / account holder | $321 | $8,415-96.2% | $13,708-97.7% | $7,339-95.6% |