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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 | $11,136 | $49,976-77.7% | $66,674-83.3% | $82,637-86.5% |
| Participation rate | 98.4% | 63.1%+35.3pp | 73.7%+24.7pp | 68.1%+30.4pp |
| Annual return | 14.28% | 39.09%-24.8pp | 321.24%-307.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,259 | $1,988-36.7% | $2,620-52.0% | $2,552-50.7% |
| Participant deferral / active EE | $2,563 | $2,847-9.9% | $4,084-37.2% | $4,126-37.9% |
| Admin fee / account holder | $3,126 | $4,594-31.9% | $5,098-38.7% | $7,339-57.4% |