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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 | $22,368 | $53,837-58.5% | $75,714-70.5% | $85,847-73.9% |
| Participation rate | 98.7% | 69.1%+29.7pp | 74.8%+23.9pp | 69.3%+29.4pp |
| Annual return | 19.87% | 24.54%-4.7pp | 104.62%-84.8pp | 318.61%-298.7pp |
| Employer contribution / active EE | $1,112 | $2,017-44.9% | $2,744-59.5% | $2,565-56.7% |
| Participant deferral / active EE | $3,795 | $2,895+31.1% | $3,820-0.7% | $3,952-4.0% |
| Admin fee / account holder | $1,957 | $3,339-41.4% | $3,619-45.9% | $6,261-68.7% |