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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 | $84,458-52.5% | $102,184-60.8% | $64,340-37.7% |
| Participation rate | 97.2% | 74.2%+23.1pp | 82.6%+14.7pp | 55.2%+42.0pp |
| Annual return | 23.93% | 45.73%-21.8pp | 31.58%-7.6pp | 24.14%-0.2pp |
| Employer contribution / active EE | $3,904 | $2,412+61.9% | $3,594+8.6% | $1,862+109.7% |
| Participant deferral / active EE | $7,925 | $6,208+27.7% | $8,309-4.6% | $2,980+165.9% |
| Admin fee / account holder | $1,114 | $2,926-61.9% | $11,609-90.4% | $3,703-69.9% |