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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 | $30,989 | $88,360-64.9% | $145,433-78.7% | $67,986-54.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 37.61% | 63.15%-25.5pp | 66.58%-29.0pp | 31.67%+5.9pp |
| Employer contribution / active EE | $2,882 | $3,054-5.6% | $4,554-36.7% | $2,019+42.8% |
| Participant deferral / active EE | $5,327 | $5,932-10.2% | $7,897-32.6% | $3,358+58.6% |
| Admin fee / account holder | $687 | $3,313-79.3% | $13,129-94.8% | $3,203-78.5% |