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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 | $81,190 | $106,749-23.9% | $145,433-44.2% | $82,448-1.5% |
| Participation rate | 78.3% | 75.6%+2.7pp | 82.1%-3.8pp | 68.1%+10.2pp |
| Annual return | 240.44% | 27.59%+212.8pp | 66.58%+173.9pp | 41.64%+198.8pp |
| Employer contribution / active EE | $7,883 | $3,444+128.9% | $4,554+73.1% | $2,551+209.0% |
| Participant deferral / active EE | $14,478 | $6,519+122.1% | $7,897+83.3% | $4,139+249.8% |
| Admin fee / account holder | $20,933 | $8,390+149.5% | $13,129+59.4% | $7,234+189.4% |