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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 | $58,815 | $48,327+21.7% | $67,575-13.0% | $80,935-27.3% |
| Participation rate | 97.4% | 66.4%+31.0pp | 72.9%+24.5pp | 67.7%+29.7pp |
| Annual return | 14.03% | 18.31%-4.3pp | 3528.98%-3514.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $5,824 | $2,022+188.0% | $2,736+112.9% | $2,757+111.3% |
| Participant deferral / active EE | $5,008 | $2,927+71.1% | $4,003+25.1% | $4,299+16.5% |
| Admin fee / account holder | $2,566 | $3,692-30.5% | $3,993-35.7% | $6,924-62.9% |