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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 | $31,036 | $101,302-69.4% | $149,600-79.3% | $82,637-62.4% |
| Participation rate | 92.9% | 72.5%+20.4pp | 77.2%+15.7pp | 68.1%+24.8pp |
| Annual return | 21.22% | 21.39%-0.2pp | 129.59%-108.4pp | 53.51%-32.3pp |
| Employer contribution / active EE | $2,852 | $3,099-8.0% | $4,193-32.0% | $2,552+11.7% |
| Participant deferral / active EE | $3,785 | $5,589-32.3% | $7,203-47.4% | $4,126-8.3% |
| Admin fee / account holder | $1,663 | $8,449-80.3% | $13,963-88.1% | $7,339-77.3% |