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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 | $82,879-51.6% | $96,576-58.5% | $67,986-41.0% |
| Participation rate | 97.2% | 75.2%+22.1pp | 81.4%+15.8pp | 57.2%+40.0pp |
| Annual return | 23.93% | 36.90%-13.0pp | 38.47%-14.5pp | 31.67%-7.7pp |
| Employer contribution / active EE | $3,904 | $2,727+43.1% | $3,553+9.9% | $2,019+93.4% |
| Participant deferral / active EE | $7,925 | $6,976+13.6% | $7,956-0.4% | $3,358+136.0% |
| Admin fee / account holder | $1,114 | $2,783-60.0% | $11,381-90.2% | $3,203-65.2% |