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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 | $88,186-51.4% | $165,071-74.1% | $74,459-42.5% |
| Participation rate | 99.3% | 73.1%+26.1pp | 78.6%+20.6pp | 67.2%+32.0pp |
| Annual return | 36.15% | 17.13%+19.0pp | 70.17%-34.0pp | 1369.70%-1333.6pp |
| Employer contribution / active EE | $4,382 | $2,600+68.5% | $4,347+0.8% | $2,626+66.9% |
| Participant deferral / active EE | $5,802 | $4,505+28.8% | $6,035-3.9% | $4,350+33.4% |
| Admin fee / account holder | $957 | $2,234-57.2% | $12,695-92.5% | $1,945-50.8% |