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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 | $81,331-40.4% | $155,534-68.8% | $80,935-40.1% |
| Participation rate | 84.3% | 66.3%+18.0pp | 78.2%+6.1pp | 67.7%+16.6pp |
| Annual return | 46.57% | 33.37%+13.2pp | 64.92%-18.3pp | 35.66%+10.9pp |
| Employer contribution / active EE | $1,347 | $3,105-56.6% | $4,675-71.2% | $2,757-51.1% |
| Participant deferral / active EE | $3,578 | $3,454+3.6% | $5,630-36.4% | $4,299-16.8% |
| Admin fee / account holder | $886 | $7,999-88.9% | $15,900-94.4% | $6,924-87.2% |