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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 | $30,300 | $45,626-33.6% | $94,105-67.8% | $64,097-52.7% |
| Participation rate | 99.0% | 48.0%+51.0pp | 71.9%+27.1pp | 55.2%+43.8pp |
| Annual return | 21.79% | 28.23%-6.4pp | 204.55%-182.8pp | 34.64%-12.8pp |
| Employer contribution / active EE | $4,838 | $1,171+313.3% | $2,504+93.2% | $1,891+155.8% |
| Participant deferral / active EE | $7,078 | $2,128+232.6% | $3,881+82.4% | $3,080+129.8% |
| Admin fee / account holder | $5,231 | $2,872+82.1% | $6,199-15.6% | $3,454+51.4% |