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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 | $31,551 | $94,436-66.6% | $115,599-72.7% | $82,637-61.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 18.91% | 18.37%+0.5pp | 111.10%-92.2pp | 53.51%-34.6pp |
| Employer contribution / active EE | $2,968 | $2,324+27.7% | $2,955+0.4% | $2,552+16.3% |
| Participant deferral / active EE | $6,114 | $3,955+54.6% | $4,889+25.0% | $4,126+48.2% |
| Admin fee / account holder | $3,440 | $10,328-66.7% | $12,841-73.2% | $7,339-53.1% |