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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 | $23,160 | $82,133-71.8% | $147,318-84.3% | $64,097-63.9% |
| Participation rate | 95.0% | 62.3%+32.8pp | 82.1%+13.0pp | 55.2%+39.9pp |
| Annual return | 16.94% | 78.78%-61.8pp | 70.43%-53.5pp | 34.64%-17.7pp |
| Employer contribution / active EE | $1,649 | $2,872-42.6% | $4,593-64.1% | $1,891-12.8% |
| Participant deferral / active EE | $3,817 | $5,407-29.4% | $7,906-51.7% | $3,080+23.9% |
| Admin fee / account holder | $878 | $3,730-76.5% | $13,708-93.6% | $3,454-74.6% |