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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 | $43,395 | $106,749-59.3% | $145,433-70.2% | $82,448-47.4% |
| Participation rate | 97.9% | 75.6%+22.2pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 106.97% | 27.59%+79.4pp | 66.58%+40.4pp | 41.64%+65.3pp |
| Employer contribution / active EE | $4,485 | $3,444+30.2% | $4,554-1.5% | $2,551+75.8% |
| Participant deferral / active EE | $8,917 | $6,519+36.8% | $7,897+12.9% | $4,139+115.4% |
| Admin fee / account holder | $9,943 | $8,390+18.5% | $13,129-24.3% | $7,234+37.4% |