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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 | $34,917 | $83,045-58.0% | $130,045-73.1% | $71,511-51.2% |
| Participation rate | 99.0% | 74.1%+24.9pp | 78.5%+20.5pp | 67.9%+31.1pp |
| Annual return | 18.75% | 20.61%-1.9pp | -137.30%+156.1pp | 28.86%-10.1pp |
| Employer contribution / active EE | $4,397 | $2,623+67.6% | $4,321+1.7% | $2,589+69.8% |
| Participant deferral / active EE | $4,787 | $4,436+7.9% | $5,820-17.7% | $4,291+11.6% |
| Admin fee / account holder | $2,350 | $1,727+36.1% | $10,600-77.8% | $1,588+47.9% |