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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 | $34,007 | $61,391-44.6% | $149,723-77.3% | $71,529-52.5% |
| Participation rate | 99.1% | 62.5%+36.5pp | 78.8%+20.3pp | 67.9%+31.1pp |
| Annual return | 21.80% | 35.88%-14.1pp | 134.50%-112.7pp | 28.97%-7.2pp |
| Employer contribution / active EE | $968 | $2,384-59.4% | $4,821-79.9% | $2,590-62.6% |
| Participant deferral / active EE | $5,444 | $2,921+86.4% | $5,682-4.2% | $4,291+26.8% |
| Admin fee / account holder | $655 | $1,264-48.2% | $13,215-95.0% | $1,588-58.8% |