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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 | $51,642-30.9% | $129,384-72.4% | $80,935-55.9% |
| Participation rate | 96.7% | 56.9%+39.8pp | 69.6%+27.1pp | 67.7%+29.1pp |
| Annual return | 15.88% | 20.78%-4.9pp | 9461.77%-9445.9pp | 35.66%-19.8pp |
| Employer contribution / active EE | $1,383 | $1,583-12.7% | $4,153-66.7% | $2,757-49.8% |
| Participant deferral / active EE | $1,390 | $2,670-47.9% | $4,166-66.6% | $4,299-67.7% |
| Admin fee / account holder | $2,902 | $4,312-32.7% | $7,686-62.2% | $6,924-58.1% |