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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 | $49,656 | $75,058-33.8% | $152,301-67.4% | $64,340-22.8% |
| Participation rate | 99.0% | 60.9%+38.1pp | 82.4%+16.6pp | 55.2%+43.8pp |
| Annual return | 21.42% | 29.93%-8.5pp | 80.50%-59.1pp | 24.14%-2.7pp |
| Employer contribution / active EE | $4,338 | $2,605+66.6% | $4,624-6.2% | $1,862+133.0% |
| Participant deferral / active EE | $7,670 | $5,041+52.2% | $8,004-4.2% | $2,980+157.4% |
| Admin fee / account holder | $1,009 | $4,050-75.1% | $14,398-93.0% | $3,703-72.7% |