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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 | $70,025 | $89,367-21.6% | $141,191-50.4% | $72,975-4.0% |
| Participation rate | 94.6% | 75.1%+19.4pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 22.90% | 111.87%-89.0pp | 71.41%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $3,165 | $3,115+1.6% | $4,736-33.2% | $2,440+29.7% |
| Participant deferral / active EE | $5,720 | $5,419+5.6% | $6,710-14.8% | $3,608+58.5% |
| Admin fee / account holder | $4,284 | $5,957-28.1% | $10,264-58.3% | $5,124-16.4% |