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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 | $25,896 | $83,002-68.8% | $98,090-73.6% | $64,097-59.6% |
| Participation rate | 84.3% | 75.0%+9.2pp | 81.5%+2.7pp | 55.2%+29.1pp |
| Annual return | 33.15% | 38.51%-5.4pp | 37.05%-3.9pp | 34.64%-1.5pp |
| Employer contribution / active EE | $3,435 | $2,749+25.0% | $3,606-4.7% | $1,891+81.6% |
| Participant deferral / active EE | $6,395 | $6,787-5.8% | $7,845-18.5% | $3,080+107.6% |
| Admin fee / account holder | $3,056 | $3,015+1.4% | $11,815-74.1% | $3,454-11.5% |