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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 | $13,769 | $37,463-63.2% | $77,100-82.1% | $66,949-79.4% |
| Participation rate | 92.9% | 52.9%+40.0pp | 67.9%+25.0pp | 69.8%+23.1pp |
| Annual return | 44.14% | -3.25%+47.4pp | 42.35%+1.8pp | 1.57%+42.6pp |
| Employer contribution / active EE | $1,462 | $1,535-4.7% | $2,815-48.1% | $2,545-42.6% |
| Participant deferral / active EE | $3,555 | $2,621+35.6% | $4,430-19.7% | $4,239-16.1% |
| Admin fee / account holder | $1,267 | $568+123.0% | $5,443-76.7% | $594+113.4% |