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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 | $12,138 | $77,908-84.4% | $149,696-91.9% | $75,173-83.9% |
| Participation rate | 97.2% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+30.0pp |
| Annual return | 18.15% | 31.73%-13.6pp | 134.46%-116.3pp | 160.72%-142.6pp |
| Employer contribution / active EE | $2,207 | $3,138-29.7% | $4,821-54.2% | $2,671-17.4% |
| Participant deferral / active EE | $1,478 | $3,411-56.7% | $5,682-74.0% | $4,126-64.2% |
| Admin fee / account holder | $1,166 | $5,950-80.4% | $13,212-91.2% | $5,651-79.4% |