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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 | $41,056 | $46,732-12.1% | $156,551-73.8% | $55,167-25.6% |
| Participation rate | 81.8% | 65.8%+16.0pp | 84.0%-2.2pp | 69.0%+12.8pp |
| Annual return | 10.03% | 17.72%-7.7pp | 32.23%-22.2pp | 169.23%-159.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,276 | $2,204+94.0% | $4,871-12.2% | $3,054+40.0% |
| Admin fee / account holder | $2,667 | $418+537.6% | $13,028-79.5% | $504+429.4% |