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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 | $29,540 | $65,072-54.6% | $66,439-55.5% | $65,306-54.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.5%+25.5pp | 57.7%+42.3pp |
| Annual return | 13.83% | 21.50%-7.7pp | 757.66%-743.8pp | 21.94%-8.1pp |
| Employer contribution / active EE | $1,274 | $2,475-48.5% | $2,637-51.7% | $1,967-35.3% |
| Participant deferral / active EE | $3,519 | $3,234+8.8% | $3,876-9.2% | $2,959+18.9% |
| Admin fee / account holder | $2,161 | $1,323+63.3% | $6,173-65.0% | $3,480-37.9% |