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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 | $38,240 | $94,031-59.3% | $115,768-67.0% | $82,448-53.6% |
| Participation rate | 95.7% | 70.4%+25.2pp | 74.4%+21.3pp | 68.1%+27.6pp |
| Annual return | 19.17% | 20.61%-1.4pp | 100.46%-81.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $3,464 | $2,323+49.1% | $2,940+17.8% | $2,551+35.8% |
| Participant deferral / active EE | $10,436 | $3,972+162.7% | $4,917+112.2% | $4,139+152.1% |
| Admin fee / account holder | $4,116 | $10,249-59.8% | $12,439-66.9% | $7,234-43.1% |