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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 | $106,864-46.5% | $147,318-61.2% | $82,637-30.8% |
| Participation rate | 98.8% | 75.5%+23.2pp | 82.1%+16.7pp | 68.1%+30.7pp |
| Annual return | 21.33% | 27.49%-6.2pp | 70.43%-49.1pp | 53.51%-32.2pp |
| Employer contribution / active EE | $5,862 | $3,417+71.6% | $4,593+27.6% | $2,552+129.7% |
| Participant deferral / active EE | $15,866 | $6,496+144.2% | $7,906+100.7% | $4,126+284.5% |
| Admin fee / account holder | $3,449 | $8,415-59.0% | $13,708-74.8% | $7,339-53.0% |