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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 | $58,311-42.6% | $81,882-59.2% | $80,959-58.7% |
| Participation rate | 84.3% | 63.5%+20.8pp | 72.4%+11.9pp | 67.7%+16.6pp |
| Annual return | 15.13% | 41.85%-26.7pp | 779.47%-764.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $5,023 | $2,347+114.1% | $2,916+72.3% | $2,757+82.2% |
| Participant deferral / active EE | $5,754 | $3,287+75.1% | $4,323+33.1% | $4,300+33.8% |
| Admin fee / account holder | $3,201 | $4,752-32.7% | $7,360-56.5% | $6,925-53.8% |