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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 | $17,356 | $29,667-41.5% | $56,441-69.2% | $80,874-78.5% |
| Participation rate | 98.6% | 41.7%+57.0pp | 52.5%+46.2pp | 67.6%+31.0pp |
| Annual return | 11.57% | 35.22%-23.7pp | 1704.21%-1692.6pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,461 | $669+118.3% | $1,039+40.6% | $2,756-47.0% |
| Participant deferral / active EE | $3,489 | $1,227+184.5% | $1,953+78.7% | $4,297-18.8% |
| Admin fee / account holder | $2,672 | $2,429+10.0% | $2,829-5.5% | $6,935-61.5% |