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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 | $75,058-57.5% | $152,301-79.0% | $64,340-50.4% |
| Participation rate | 94.5% | 60.9%+33.6pp | 82.4%+12.1pp | 55.2%+39.3pp |
| Annual return | 48.08% | 29.93%+18.2pp | 80.50%-32.4pp | 24.14%+23.9pp |
| Employer contribution / active EE | $7,745 | $2,605+197.3% | $4,624+67.5% | $1,862+316.0% |
| Participant deferral / active EE | $9,979 | $5,041+98.0% | $8,004+24.7% | $2,980+234.8% |
| Admin fee / account holder | $541 | $4,050-86.7% | $14,398-96.2% | $3,703-85.4% |