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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 | $88,540 | $85,515+3.5% | $112,040-21.0% | $67,986+30.2% |
| Participation rate | 81.8% | 68.2%+13.6pp | 76.5%+5.3pp | 57.2%+24.6pp |
| Annual return | 21.45% | 29.68%-8.2pp | 24.52%-3.1pp | 31.67%-10.2pp |
| Employer contribution / active EE | $4,335 | $2,191+97.9% | $2,954+46.8% | $2,019+114.8% |
| Participant deferral / active EE | $9,677 | $4,014+141.1% | $5,098+89.8% | $3,358+188.2% |
| Admin fee / account holder | $8,551 | $3,774+126.6% | $12,098-29.3% | $3,203+166.9% |