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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 | $23,871 | $47,105-49.3% | $68,368-65.1% | $67,986-64.9% |
| Participation rate | 82.4% | 51.8%+30.6pp | 73.8%+8.7pp | 57.2%+25.2pp |
| Annual return | 17.05% | 48.37%-31.3pp | 292.57%-275.5pp | 31.67%-14.6pp |
| Employer contribution / active EE | $1,298 | $1,859-30.1% | $2,649-51.0% | $2,019-35.7% |
| Participant deferral / active EE | $2,412 | $2,374+1.6% | $4,123-41.5% | $3,358-28.2% |
| Admin fee / account holder | $943 | $2,435-61.3% | $5,150-81.7% | $3,203-70.6% |