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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 | $26,695 | $43,338-38.4% | $59,887-55.4% | $64,173-58.4% |
| Participation rate | 91.4% | 69.2%+22.3pp | 74.7%+16.7pp | 69.6%+21.9pp |
| Annual return | 59.32% | -1.55%+60.9pp | 3.46%+55.9pp | 7.63%+51.7pp |
| Employer contribution / active EE | $1,073 | $2,030-47.1% | $2,722-60.6% | $2,381-54.9% |
| Participant deferral / active EE | $2,276 | $2,547-10.6% | $3,402-33.1% | $3,470-34.4% |
| Admin fee / account holder | $1,312 | $3,007-56.4% | $3,591-63.5% | $4,887-73.1% |