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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 | $82,133-62.3% | $147,318-79.0% | $64,097-51.7% |
| Participation rate | 100.0% | 62.3%+37.7pp | 82.1%+17.9pp | 55.2%+44.8pp |
| Annual return | 37.61% | 78.78%-41.2pp | 70.43%-32.8pp | 34.64%+3.0pp |
| Employer contribution / active EE | $2,882 | $2,872+0.4% | $4,593-37.2% | $1,891+52.4% |
| Participant deferral / active EE | $5,327 | $5,407-1.5% | $7,906-32.6% | $3,080+72.9% |
| Admin fee / account holder | $687 | $3,730-81.6% | $13,708-95.0% | $3,454-80.1% |