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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 | $20,356 | $85,171-76.1% | $172,752-88.2% | $72,975-72.1% |
| Participation rate | 93.9% | 70.1%+23.8pp | 82.6%+11.2pp | 69.5%+24.4pp |
| Annual return | 28.64% | 27.32%+1.3pp | 802.97%-774.3pp | 81.01%-52.4pp |
| Employer contribution / active EE | $1,610 | $3,324-51.6% | $5,144-68.7% | $2,440-34.0% |
| Participant deferral / active EE | $2,184 | $3,260-33.0% | $5,198-58.0% | $3,608-39.5% |
| Admin fee / account holder | $764 | $5,880-87.0% | $13,955-94.5% | $5,124-85.1% |