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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 | $41,325 | $48,364-14.6% | $71,796-42.4% | $62,881-34.3% |
| Participation rate | 88.5% | 60.6%+27.9pp | 69.1%+19.4pp | 69.3%+19.2pp |
| Annual return | 7.84% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,379 | $1,042+32.4% | $1,924-28.3% | $2,281-39.5% |
| Participant deferral / active EE | $3,015 | $2,091+44.2% | $2,794+7.9% | $3,203-5.9% |
| Admin fee / account holder | $403 | $3,771-89.3% | $4,815-91.6% | $4,296-90.6% |