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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 | $58,476 | $95,406-38.7% | $185,849-68.5% | $85,847-31.9% |
| Participation rate | 81.9% | 68.8%+13.1pp | 81.7%+0.2pp | 69.3%+12.6pp |
| Annual return | 15.88% | 23.59%-7.7pp | 122.10%-106.2pp | 318.61%-302.7pp |
| Employer contribution / active EE | $2,568 | $3,314-22.5% | $5,169-50.3% | $2,565+0.1% |
| Participant deferral / active EE | $4,720 | $3,424+37.9% | $5,569-15.2% | $3,952+19.4% |
| Admin fee / account holder | $2,708 | $7,214-62.5% | $16,244-83.3% | $6,261-56.7% |