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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 | $46,344 | $82,133-43.6% | $147,318-68.5% | $64,097-27.7% |
| Participation rate | 75.2% | 62.3%+12.9pp | 82.1%-6.9pp | 55.2%+20.0pp |
| Annual return | 22.35% | 78.78%-56.4pp | 70.43%-48.1pp | 34.64%-12.3pp |
| Employer contribution / active EE | $1,926 | $2,872-32.9% | $4,593-58.1% | $1,891+1.8% |
| Participant deferral / active EE | $4,770 | $5,407-11.8% | $7,906-39.7% | $3,080+54.9% |
| Admin fee / account holder | $6,536 | $3,730+75.2% | $13,708-52.3% | $3,454+89.2% |