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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 | $31,937 | $88,360-63.9% | $145,433-78.0% | $67,986-53.0% |
| Participation rate | 94.5% | 65.5%+29.1pp | 82.1%+12.4pp | 57.2%+37.3pp |
| Annual return | 48.08% | 63.15%-15.1pp | 66.58%-18.5pp | 31.67%+16.4pp |
| Employer contribution / active EE | $7,745 | $3,054+153.6% | $4,554+70.0% | $2,019+283.6% |
| Participant deferral / active EE | $9,979 | $5,932+68.2% | $7,897+26.4% | $3,358+197.2% |
| Admin fee / account holder | $541 | $3,313-83.7% | $13,129-95.9% | $3,203-83.1% |