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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 | $32,778 | $106,864-69.3% | $147,318-77.7% | $82,637-60.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 54.19% | 27.49%+26.7pp | 70.43%-16.2pp | 53.51%+0.7pp |
| Employer contribution / active EE | $4,081 | $3,417+19.5% | $4,593-11.1% | $2,552+59.9% |
| Participant deferral / active EE | $10,342 | $6,496+59.2% | $7,906+30.8% | $4,126+150.6% |
| Admin fee / account holder | $1,197 | $8,415-85.8% | $13,708-91.3% | $7,339-83.7% |