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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,819 | $98,766+228.9% | $149,730+116.9% | $79,852+306.8% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.0pp |
| Annual return | 25.81% | 27.43%-1.6pp | 276.70%-250.9pp | 31.72%-5.9pp |
| Employer contribution / active EE | $4,927 | $3,217+53.2% | $4,645+6.1% | $2,471+99.4% |
| Participant deferral / active EE | $12,108 | $5,681+113.1% | $6,843+77.0% | $3,740+223.7% |
| Admin fee / account holder | $1,025 | $6,052-83.1% | $9,310-89.0% | $5,306-80.7% |