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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 | $43,610 | $89,367-51.2% | $141,191-69.1% | $72,975-40.2% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 27.31% | 111.87%-84.6pp | 71.41%-44.1pp | 81.01%-53.7pp |
| Employer contribution / active EE | $669 | $3,115-78.5% | $4,736-85.9% | $2,440-72.6% |
| Participant deferral / active EE | $6,863 | $5,419+26.7% | $6,710+2.3% | $3,608+90.2% |
| Admin fee / account holder | $2,509 | $5,957-57.9% | $10,264-75.6% | $5,124-51.0% |