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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 | $47,553+13.3% | $136,867-60.6% | $69,733-22.7% |
| Participation rate | 71.2% | 61.4%+9.8pp | 74.5%-3.4pp | 62.5%+8.7pp |
| Annual return | 19.81% | -91.50%+111.3pp | 42.97%-23.2pp | 15.22%+4.6pp |
| Employer contribution / active EE | $3,701 | $2,087+77.3% | $3,547+4.3% | $2,250+64.5% |
| Participant deferral / active EE | $5,966 | $2,300+159.4% | $4,924+21.2% | $3,054+95.3% |
| Admin fee / account holder | $2,470 | $3,496-29.3% | $10,340-76.1% | $3,102-20.4% |