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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 | $83,843-60.3% | $123,973-73.1% | $65,306-49.0% |
| Participation rate | 96.5% | 56.0%+40.6pp | 76.7%+19.9pp | 57.7%+38.8pp |
| Annual return | 17.69% | 19.87%-2.2pp | 388.13%-370.4pp | 21.94%-4.2pp |
| Employer contribution / active EE | $1,858 | $2,873-35.3% | $4,126-55.0% | $1,967-5.6% |
| Participant deferral / active EE | $4,557 | $2,997+52.1% | $5,247-13.2% | $2,959+54.0% |
| Admin fee / account holder | $1,128 | $4,735-76.2% | $11,799-90.4% | $3,480-67.6% |