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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 | $75,396 | $48,011+57.0% | $63,803+18.2% | $82,637-8.8% |
| Participation rate | 96.2% | 66.6%+29.7pp | 72.7%+23.5pp | 68.1%+28.2pp |
| Annual return | 14.42% | 19.84%-5.4pp | 543.72%-529.3pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,040 | $1,904-45.4% | $2,532-58.9% | $2,552-59.3% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $361 | $3,873-90.7% | $5,196-93.1% | $7,339-95.1% |