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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 | $39,459 | $91,198-56.7% | $178,503-77.9% | $79,856-50.6% |
| Participation rate | 92.5% | 69.2%+23.3pp | 81.9%+10.6pp | 69.6%+22.9pp |
| Annual return | 19.85% | 24.20%-4.3pp | 151.12%-131.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,960 | $3,257-39.8% | $5,011-60.9% | $2,471-20.7% |
| Participant deferral / active EE | $1,668 | $3,237-48.4% | $5,202-67.9% | $3,741-55.4% |
| Admin fee / account holder | $2,660 | $6,748-60.6% | $13,987-81.0% | $5,306-49.9% |