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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 | $115,311 | $58,726+96.4% | $142,898-19.3% | $85,847+34.3% |
| Participation rate | 93.4% | 58.5%+34.9pp | 72.0%+21.5pp | 69.3%+24.1pp |
| Annual return | 20.08% | 27.73%-7.7pp | 5639.64%-5619.6pp | 318.61%-298.5pp |
| Employer contribution / active EE | $5,792 | $1,424+306.9% | $4,146+39.7% | $2,565+125.8% |
| Participant deferral / active EE | $10,263 | $2,609+293.4% | $3,838+167.4% | $3,952+159.7% |
| Admin fee / account holder | $6,117 | $4,234+44.5% | $6,560-6.8% | $6,261-2.3% |