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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 | $106,749-62.9% | $145,433-72.8% | $82,448-51.9% |
| Participation rate | 90.2% | 75.6%+14.6pp | 82.1%+8.1pp | 68.1%+22.1pp |
| Annual return | 18.72% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,732 | $3,444-20.7% | $4,554-40.0% | $2,551+7.1% |
| Participant deferral / active EE | $4,997 | $6,519-23.3% | $7,897-36.7% | $4,139+20.7% |
| Admin fee / account holder | $321 | $8,390-96.2% | $13,129-97.6% | $7,234-95.6% |