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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 | $47,434 | $82,133-42.2% | $147,318-67.8% | $64,097-26.0% |
| Participation rate | 77.7% | 62.3%+15.4pp | 82.1%-4.4pp | 55.2%+22.5pp |
| Annual return | 27.30% | 78.78%-51.5pp | 70.43%-43.1pp | 34.64%-7.3pp |
| Employer contribution / active EE | $4,262 | $2,872+48.4% | $4,593-7.2% | $1,891+125.3% |
| Participant deferral / active EE | $11,692 | $5,407+116.2% | $7,906+47.9% | $3,080+279.6% |
| Admin fee / account holder | $3,771 | $3,730+1.1% | $13,708-72.5% | $3,454+9.2% |