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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 | $47,125 | $47,479-0.7% | $62,929-25.1% | $82,448-42.8% |
| Participation rate | 83.8% | 66.9%+17.0pp | 73.1%+10.7pp | 68.1%+15.8pp |
| Annual return | 16.93% | 20.34%-3.4pp | 1063.93%-1047.0pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,087 | $1,885-42.3% | $2,505-56.6% | $2,551-57.4% |
| Participant deferral / active EE | $6,662 | $2,870+132.1% | $3,888+71.3% | $4,139+60.9% |
| Admin fee / account holder | $5,953 | $3,804+56.5% | $5,065+17.5% | $7,234-17.7% |