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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 | $56,630 | $45,050+25.7% | $63,018-10.1% | $70,126-19.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.46% | 18.76%-6.3pp | 87.62%-75.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $2,326 | $2,052+13.4% | $2,761-15.7% | $2,343-0.7% |
| Participant deferral / active EE | $3,241 | $2,466+31.4% | $3,330-2.7% | $3,332-2.7% |
| Admin fee / account holder | $1,997 | $2,834-29.5% | $3,601-44.5% | $4,645-57.0% |