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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 | $80,941 | $60,349+34.1% | $74,184+9.1% | $62,881+28.7% |
| Participation rate | 97.5% | 72.7%+24.8pp | 76.6%+20.9pp | 69.3%+28.2pp |
| Annual return | 119.51% | 21.38%+98.1pp | 17.74%+101.8pp | 20.14%+99.4pp |
| Employer contribution / active EE | $1,474 | $1,680-12.3% | $2,370-37.8% | $2,281-35.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $607 | $4,261-85.8% | $5,586-89.1% | $4,296-85.9% |