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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 | $30,945 | $91,179-66.1% | $178,499-82.7% | $79,852-61.2% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 13.65% | 24.19%-10.5pp | 151.10%-137.4pp | 31.72%-18.1pp |
| Employer contribution / active EE | $1,153 | $3,256-64.6% | $5,011-77.0% | $2,471-53.3% |
| Participant deferral / active EE | $4,134 | $3,236+27.8% | $5,202-20.5% | $3,740+10.5% |
| Admin fee / account holder | $3,177 | $6,749-52.9% | $13,986-77.3% | $5,306-40.1% |