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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 | $29,733-41.6% | $56,025-69.0% | $80,959-78.6% |
| Participation rate | 98.6% | 41.7%+56.9pp | 52.5%+46.1pp | 67.7%+31.0pp |
| Annual return | 11.57% | 35.28%-23.7pp | 1712.69%-1701.1pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,461 | $672+117.5% | $1,042+40.3% | $2,757-47.0% |
| Participant deferral / active EE | $3,489 | $1,229+183.8% | $1,955+78.5% | $4,300-18.9% |
| Admin fee / account holder | $2,672 | $2,434+9.8% | $2,828-5.5% | $6,925-61.4% |