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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 | $52,891 | $79,189-33.2% | $102,457-48.4% | $74,400-28.9% |
| Participation rate | 78.5% | 74.8%+3.8pp | 76.5%+2.0pp | 67.2%+11.3pp |
| Annual return | 13.14% | 54.98%-41.8pp | 29.41%-16.3pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $1,569 | $2,362-33.6% | $3,022-48.1% | $2,624-40.2% |
| Participant deferral / active EE | $4,087 | $4,415-7.4% | $5,054-19.1% | $4,348-6.0% |
| Admin fee / account holder | $1,699 | $2,002-15.2% | $9,451-82.0% | $1,944-12.6% |