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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 | $37,661 | $57,352-34.3% | $83,831-55.1% | $64,173-41.3% |
| Participation rate | 98.6% | 68.6%+29.9pp | 76.1%+22.4pp | 69.6%+29.0pp |
| Annual return | 15.84% | 11.38%+4.5pp | 850.99%-835.1pp | 7.63%+8.2pp |
| Employer contribution / active EE | $1,489 | $2,546-41.5% | $3,631-59.0% | $2,381-37.5% |
| Participant deferral / active EE | $2,935 | $2,993-1.9% | $4,082-28.1% | $3,470-15.4% |
| Admin fee / account holder | $1,044 | $4,046-74.2% | $5,479-80.9% | $4,887-78.6% |