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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 | $48,489 | $81,262-40.3% | $155,602-68.8% | $80,911-40.1% |
| Participation rate | 84.3% | 66.2%+18.0pp | 78.2%+6.1pp | 67.6%+16.6pp |
| Annual return | 46.57% | 33.34%+13.2pp | 64.81%-18.2pp | 35.63%+10.9pp |
| Employer contribution / active EE | $1,347 | $3,102-56.6% | $4,675-71.2% | $2,756-51.1% |
| Participant deferral / active EE | $3,578 | $3,451+3.7% | $5,629-36.4% | $4,297-16.7% |
| Admin fee / account holder | $886 | $7,992-88.9% | $15,923-94.4% | $6,935-87.2% |