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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 | $21,472 | $47,105-54.4% | $68,368-68.6% | $67,986-68.4% |
| Participation rate | 90.4% | 51.8%+38.6pp | 73.8%+16.6pp | 57.2%+33.2pp |
| Annual return | 22.96% | 48.37%-25.4pp | 292.57%-269.6pp | 31.67%-8.7pp |
| Employer contribution / active EE | $538 | $1,859-71.1% | $2,649-79.7% | $2,019-73.3% |
| Participant deferral / active EE | $6,267 | $2,374+164.0% | $4,123+52.0% | $3,358+86.6% |
| Admin fee / account holder | $3,547 | $2,435+45.7% | $5,150-31.1% | $3,203+10.7% |