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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 | $42,830 | $88,087-51.4% | $164,866-74.0% | $74,546-42.5% |
| Participation rate | 99.3% | 73.1%+26.2pp | 78.6%+20.7pp | 67.2%+32.1pp |
| Annual return | 36.15% | 17.27%+18.9pp | 69.97%-33.8pp | 1366.03%-1329.9pp |
| Employer contribution / active EE | $4,382 | $2,595+68.8% | $4,343+0.9% | $2,624+67.0% |
| Participant deferral / active EE | $5,802 | $4,499+29.0% | $6,033-3.8% | $4,347+33.5% |
| Admin fee / account holder | $957 | $2,232-57.1% | $12,689-92.5% | $1,944-50.8% |