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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 | $72,105 | $101,653-29.1% | $147,080-51.0% | $74,459-3.2% |
| Participation rate | 98.1% | 75.6%+22.5pp | 82.2%+15.9pp | 67.2%+30.9pp |
| Annual return | 20.82% | 8754.98%-8734.2pp | 420.17%-399.3pp | 1369.70%-1348.9pp |
| Employer contribution / active EE | $3,080 | $3,813-19.2% | $4,933-37.6% | $2,626+17.3% |
| Participant deferral / active EE | $7,836 | $7,304+7.3% | $8,066-2.9% | $4,350+80.2% |
| Admin fee / account holder | $3,660 | $1,752+108.9% | $12,989-71.8% | $1,945+88.2% |