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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 | $45,631 | $82,133-44.4% | $147,318-69.0% | $64,097-28.8% |
| Participation rate | 94.4% | 62.3%+32.1pp | 82.1%+12.3pp | 55.2%+39.2pp |
| Annual return | 17.27% | 78.78%-61.5pp | 70.43%-53.2pp | 34.64%-17.4pp |
| Employer contribution / active EE | $3,999 | $2,872+39.2% | $4,593-12.9% | $1,891+111.4% |
| Participant deferral / active EE | $6,805 | $5,407+25.9% | $7,906-13.9% | $3,080+121.0% |
| Admin fee / account holder | $6,436 | $3,730+72.5% | $13,708-53.0% | $3,454+86.3% |