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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 | $30,741 | $84,236-63.5% | $170,435-82.0% | $70,126-56.2% |
| Participation rate | 93.7% | 70.8%+22.8pp | 83.6%+10.1pp | 69.5%+24.1pp |
| Annual return | 18.75% | 23.06%-4.3pp | 205.94%-187.2pp | 73.15%-54.4pp |
| Employer contribution / active EE | $979 | $3,387-71.1% | $5,432-82.0% | $2,343-58.2% |
| Participant deferral / active EE | $2,078 | $3,086-32.7% | $4,939-57.9% | $3,332-37.6% |
| Admin fee / account holder | $6,045 | $5,698+6.1% | $13,881-56.5% | $4,645+30.1% |