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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 | $33,312 | $83,369-60.0% | $105,223-68.3% | $67,986-51.0% |
| Participation rate | 96.5% | 56.3%+40.2pp | 75.0%+21.5pp | 57.2%+39.3pp |
| Annual return | 17.69% | 24.64%-7.0pp | 180.65%-163.0pp | 31.67%-14.0pp |
| Employer contribution / active EE | $1,858 | $2,541-26.9% | $3,689-49.6% | $2,019-8.0% |
| Participant deferral / active EE | $4,557 | $3,295+38.3% | $5,072-10.2% | $3,358+35.7% |
| Admin fee / account holder | $1,128 | $4,073-72.3% | $8,859-87.3% | $3,203-64.8% |