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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 | $13,981 | $58,311-76.0% | $81,882-82.9% | $80,959-82.7% |
| Participation rate | 96.8% | 63.5%+33.3pp | 72.4%+24.4pp | 67.7%+29.2pp |
| Annual return | 13.15% | 41.85%-28.7pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,514 | $2,347-35.5% | $2,916-48.1% | $2,757-45.1% |
| Participant deferral / active EE | $3,452 | $3,287+5.0% | $4,323-20.1% | $4,300-19.7% |
| Admin fee / account holder | $543 | $4,752-88.6% | $7,360-92.6% | $6,925-92.2% |