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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 | $79,737 | $47,479+67.9% | $62,929+26.7% | $82,448-3.3% |
| Participation rate | 97.7% | 66.9%+30.8pp | 73.1%+24.6pp | 68.1%+29.6pp |
| Annual return | 14.46% | 20.34%-5.9pp | 1063.93%-1049.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $4,294 | $1,885+127.7% | $2,505+71.4% | $2,551+68.3% |
| Participant deferral / active EE | $4,859 | $2,870+69.3% | $3,888+25.0% | $4,139+17.4% |
| Admin fee / account holder | $641 | $3,804-83.2% | $5,065-87.4% | $7,234-91.1% |