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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 | $40,224 | $73,102-45.0% | $123,553-67.4% | $56,289-28.5% |
| Participation rate | 88.6% | 74.3%+14.3pp | 82.3%+6.3pp | 69.9%+18.8pp |
| Annual return | 14.78% | 3.01%+11.8pp | 119.21%-104.4pp | -9.96%+24.7pp |
| Employer contribution / active EE | $5,766 | $2,977+93.7% | $4,628+24.6% | $2,111+173.1% |
| Participant deferral / active EE | $11,601 | $5,423+113.9% | $6,426+80.5% | $3,350+246.3% |
| Admin fee / account holder | $3,204 | $554+478.6% | $9,284-65.5% | $521+514.9% |