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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 | $27,857 | $77,638-64.1% | $156,551-82.2% | $62,881-55.7% |
| Participation rate | 92.3% | 71.2%+21.1pp | 84.0%+8.3pp | 69.3%+23.0pp |
| Annual return | 12.70% | 50.33%-37.6pp | 32.23%-19.5pp | 20.14%-7.4pp |
| Employer contribution / active EE | $3,300 | $3,444-4.2% | $5,501-40.0% | $2,281+44.7% |
| Participant deferral / active EE | $1,664 | $3,046-45.4% | $4,871-65.8% | $3,203-48.1% |
| Admin fee / account holder | $1,718 | $5,561-69.1% | $13,028-86.8% | $4,296-60.0% |