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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 | $53,901 | $47,105+14.4% | $68,368-21.2% | $67,986-20.7% |
| Participation rate | 71.2% | 51.8%+19.4pp | 73.8%-2.6pp | 57.2%+14.0pp |
| Annual return | 19.81% | 48.37%-28.6pp | 292.57%-272.8pp | 31.67%-11.9pp |
| Employer contribution / active EE | $3,701 | $1,859+99.1% | $2,649+39.7% | $2,019+83.3% |
| Participant deferral / active EE | $5,966 | $2,374+151.3% | $4,123+44.7% | $3,358+77.7% |
| Admin fee / account holder | $2,470 | $2,435+1.4% | $5,150-52.0% | $3,203-22.9% |