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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 | $34,162 | $60,393-43.4% | $81,820-58.2% | $74,429-54.1% |
| Participation rate | 75.0% | 62.9%+12.1pp | 72.4%+2.6pp | 67.2%+7.8pp |
| Annual return | 17.37% | 16.89%+0.5pp | 777.93%-760.6pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $2,474 | $2,626-5.8% | $2,915-15.1% | $2,625-5.7% |
| Participant deferral / active EE | $6,065 | $3,397+78.6% | $4,323+40.3% | $4,348+39.5% |
| Admin fee / account holder | $735 | $1,491-50.7% | $7,391-90.1% | $1,944-62.2% |