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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 | $33,442 | $58,234-42.6% | $81,783-59.1% | $80,874-58.6% |
| Participation rate | 84.3% | 63.4%+20.8pp | 72.4%+11.9pp | 67.6%+16.6pp |
| Annual return | 15.13% | 41.70%-26.6pp | 775.05%-759.9pp | 35.62%-20.5pp |
| Employer contribution / active EE | $5,023 | $2,341+114.5% | $2,913+72.5% | $2,756+82.3% |
| Participant deferral / active EE | $5,754 | $3,283+75.3% | $4,320+33.2% | $4,297+33.9% |
| Admin fee / account holder | $3,201 | $4,982-35.8% | $7,380-56.6% | $6,935-53.9% |