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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 | $35,691 | $51,604-30.8% | $129,295-72.4% | $80,874-55.9% |
| Participation rate | 96.7% | 57.0%+39.7pp | 69.6%+27.1pp | 67.6%+29.1pp |
| Annual return | 15.88% | 20.76%-4.9pp | 9429.28%-9413.4pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,383 | $1,585-12.7% | $4,157-66.7% | $2,756-49.8% |
| Participant deferral / active EE | $1,390 | $2,670-47.9% | $4,169-66.7% | $4,297-67.7% |
| Admin fee / account holder | $2,902 | $4,310-32.7% | $7,665-62.1% | $6,935-58.2% |