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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 | $55,603 | $88,360-37.1% | $145,433-61.8% | $67,986-18.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 17.24% | 63.15%-45.9pp | 66.58%-49.3pp | 31.67%-14.4pp |
| Employer contribution / active EE | $3,132 | $3,054+2.6% | $4,554-31.2% | $2,019+55.2% |
| Participant deferral / active EE | $6,230 | $5,932+5.0% | $7,897-21.1% | $3,358+85.5% |
| Admin fee / account holder | $3,656 | $3,313+10.4% | $13,129-72.2% | $3,203+14.1% |