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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 | $32,819 | $77,638-57.7% | $156,551-79.0% | $62,881-47.8% |
| Participation rate | 98.3% | 71.2%+27.1pp | 84.0%+14.3pp | 69.3%+29.0pp |
| Annual return | 6.25% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $4,310 | $3,444+25.2% | $5,501-21.6% | $2,281+89.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,396 | $5,561-74.9% | $13,028-89.3% | $4,296-67.5% |