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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 | $56,937 | $58,275-2.3% | $81,844-30.4% | $80,935-29.7% |
| Participation rate | 90.6% | 63.5%+27.2pp | 72.4%+18.2pp | 67.7%+23.0pp |
| Annual return | 22.32% | 41.82%-19.5pp | 778.87%-756.6pp | 35.66%-13.3pp |
| Employer contribution / active EE | $12,344 | $2,346+426.2% | $2,916+323.3% | $2,757+347.8% |
| Participant deferral / active EE | $3,013 | $3,285-8.3% | $4,323-30.3% | $4,299-29.9% |
| Admin fee / account holder | $4,874 | $4,749+2.6% | $7,355-33.7% | $6,924-29.6% |