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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 | $40,097 | $97,698-59.0% | $126,068-68.2% | $69,733-42.5% |
| Participation rate | 97.2% | 77.5%+19.7pp | 84.7%+12.5pp | 62.5%+34.8pp |
| Annual return | 23.93% | 22.88%+1.0pp | 15.01%+8.9pp | 15.22%+8.7pp |
| Employer contribution / active EE | $3,904 | $2,577+51.5% | $3,968-1.6% | $2,250+73.5% |
| Participant deferral / active EE | $7,925 | $6,095+30.0% | $8,214-3.5% | $3,054+159.5% |
| Admin fee / account holder | $1,114 | $2,980-62.6% | $18,264-93.9% | $3,102-64.1% |