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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 | $36,642 | $56,438-35.1% | $76,872-52.3% | $71,511-48.8% |
| Participation rate | 76.9% | 64.3%+12.6pp | 69.6%+7.3pp | 67.9%+9.0pp |
| Annual return | 548.67% | 19.05%+529.6pp | 37.90%+510.8pp | 28.86%+519.8pp |
| Employer contribution / active EE | $2,021 | $1,864+8.5% | $2,533-20.2% | $2,589-21.9% |
| Participant deferral / active EE | $3,500 | $3,136+11.6% | $3,832-8.7% | $4,291-18.4% |
| Admin fee / account holder | $473 | $1,430-67.0% | $5,476-91.4% | $1,588-70.2% |