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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 | $80,674-58.7% | $119,126-72.0% | $64,340-48.2% |
| Participation rate | 96.5% | 55.2%+41.3pp | 75.8%+20.8pp | 55.2%+41.3pp |
| Annual return | 17.69% | 26.86%-9.2pp | 282.11%-264.4pp | 24.14%-6.5pp |
| Employer contribution / active EE | $1,858 | $2,564-27.6% | $4,034-53.9% | $1,862-0.2% |
| Participant deferral / active EE | $4,557 | $3,053+49.2% | $5,318-14.3% | $2,980+52.9% |
| Admin fee / account holder | $1,128 | $4,559-75.3% | $10,693-89.5% | $3,703-69.5% |