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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 | $49,282 | $83,369-40.9% | $105,223-53.2% | $67,986-27.5% |
| Participation rate | 77.1% | 56.3%+20.8pp | 75.0%+2.1pp | 57.2%+19.9pp |
| Annual return | 28.88% | 24.64%+4.2pp | 180.65%-151.8pp | 31.67%-2.8pp |
| Employer contribution / active EE | $3,379 | $2,541+33.0% | $3,689-8.4% | $2,019+67.4% |
| Participant deferral / active EE | $5,330 | $3,295+61.7% | $5,072+5.1% | $3,358+58.7% |
| Admin fee / account holder | $2,522 | $4,073-38.1% | $8,859-71.5% | $3,203-21.3% |