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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 | $11,572 | $58,311-80.2% | $81,882-85.9% | $80,959-85.7% |
| Participation rate | 97.7% | 63.5%+34.2pp | 72.4%+25.3pp | 67.7%+30.0pp |
| Annual return | 12.65% | 41.85%-29.2pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,831 | $2,347-22.0% | $2,916-37.2% | $2,757-33.6% |
| Participant deferral / active EE | $2,772 | $3,287-15.7% | $4,323-35.9% | $4,300-35.5% |
| Admin fee / account holder | $1,272 | $4,752-73.2% | $7,360-82.7% | $6,925-81.6% |