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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 | $57,165 | $106,749-46.4% | $145,433-60.7% | $82,448-30.7% |
| Participation rate | 98.8% | 75.6%+23.1pp | 82.1%+16.6pp | 68.1%+30.7pp |
| Annual return | 21.33% | 27.59%-6.3pp | 66.58%-45.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $5,862 | $3,444+70.2% | $4,554+28.7% | $2,551+129.8% |
| Participant deferral / active EE | $15,866 | $6,519+143.4% | $7,897+100.9% | $4,139+283.3% |
| Admin fee / account holder | $3,449 | $8,390-58.9% | $13,129-73.7% | $7,234-52.3% |