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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 | $13,593 | $48,327-71.9% | $67,575-79.9% | $80,935-83.2% |
| Participation rate | 91.4% | 66.4%+25.0pp | 72.9%+18.5pp | 67.7%+23.8pp |
| Annual return | 14.37% | 18.31%-3.9pp | 3528.98%-3514.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,622 | $2,927+23.7% | $4,003-9.5% | $4,299-15.7% |
| Admin fee / account holder | $1,133 | $3,692-69.3% | $3,993-71.6% | $6,924-83.6% |