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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 | $45,973 | $80,332-42.8% | $107,187-57.1% | $64,097-28.3% |
| Participation rate | 83.8% | 54.4%+29.4pp | 75.0%+8.8pp | 55.2%+28.6pp |
| Annual return | 15.97% | 24.26%-8.3pp | 204.55%-188.6pp | 34.64%-18.7pp |
| Employer contribution / active EE | $1,544 | $2,501-38.3% | $3,782-59.2% | $1,891-18.3% |
| Participant deferral / active EE | $3,676 | $3,109+18.2% | $5,096-27.9% | $3,080+19.4% |
| Admin fee / account holder | $2,110 | $4,314-51.1% | $9,162-77.0% | $3,454-38.9% |