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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 | $81,872 | $82,133-0.3% | $147,318-44.4% | $64,097+27.7% |
| Participation rate | 77.2% | 62.3%+14.9pp | 82.1%-4.9pp | 55.2%+22.0pp |
| Annual return | 50.16% | 78.78%-28.6pp | 70.43%-20.3pp | 34.64%+15.5pp |
| Employer contribution / active EE | $2,829 | $2,872-1.5% | $4,593-38.4% | $1,891+49.5% |
| Participant deferral / active EE | $6,475 | $5,407+19.7% | $7,906-18.1% | $3,080+110.2% |
| Admin fee / account holder | $3,408 | $3,730-8.6% | $13,708-75.1% | $3,454-1.3% |