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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 | $98,652-68.5% | $142,942-78.3% | $82,448-62.4% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.8%+16.0pp | 68.1%+24.8pp |
| Annual return | 21.22% | 22.65%-1.4pp | 113.70%-92.5pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,852 | $3,211-11.2% | $4,139-31.1% | $2,551+11.8% |
| Participant deferral / active EE | $3,785 | $5,580-32.2% | $7,128-46.9% | $4,139-8.5% |
| Admin fee / account holder | $1,663 | $8,078-79.4% | $12,475-86.7% | $7,234-77.0% |