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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 | $116,833 | $45,050+159.3% | $63,018+85.4% | $70,126+66.6% |
| Participation rate | 95.3% | 69.5%+25.8pp | 74.8%+20.5pp | 69.5%+25.8pp |
| Annual return | 13.76% | 18.76%-5.0pp | 87.62%-73.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,726 | $2,052+32.9% | $2,761-1.2% | $2,343+16.4% |
| Participant deferral / active EE | $5,304 | $2,466+115.1% | $3,330+59.3% | $3,332+59.2% |
| Admin fee / account holder | $11,488 | $2,834+305.4% | $3,601+219.1% | $4,645+147.3% |