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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 | $81,624 | $82,133-0.6% | $147,318-44.6% | $64,097+27.3% |
| Participation rate | 86.8% | 62.3%+24.5pp | 82.1%+4.7pp | 55.2%+31.6pp |
| Annual return | 20.12% | 78.78%-58.7pp | 70.43%-50.3pp | 34.64%-14.5pp |
| Employer contribution / active EE | $2,216 | $2,872-22.8% | $4,593-51.7% | $1,891+17.2% |
| Participant deferral / active EE | $7,741 | $5,407+43.2% | $7,906-2.1% | $3,080+151.3% |
| Admin fee / account holder | $4,480 | $3,730+20.1% | $13,708-67.3% | $3,454+29.7% |