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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 | $37,479 | $82,133-54.4% | $147,318-74.6% | $64,097-41.5% |
| Participation rate | 94.3% | 62.3%+32.1pp | 82.1%+12.3pp | 55.2%+39.1pp |
| Annual return | 28.91% | 78.78%-49.9pp | 70.43%-41.5pp | 34.64%-5.7pp |
| Employer contribution / active EE | $2,642 | $2,872-8.0% | $4,593-42.5% | $1,891+39.7% |
| Participant deferral / active EE | $6,020 | $5,407+11.3% | $7,906-23.9% | $3,080+95.5% |
| Admin fee / account holder | $736 | $3,730-80.3% | $13,708-94.6% | $3,454-78.7% |