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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 | $25,010 | $82,133-69.5% | $147,318-83.0% | $64,097-61.0% |
| Participation rate | 98.1% | 62.3%+35.8pp | 82.1%+16.0pp | 55.2%+42.9pp |
| Annual return | 37.07% | 78.78%-41.7pp | 70.43%-33.4pp | 34.64%+2.4pp |
| Employer contribution / active EE | $9,885 | $2,872+244.2% | $4,593+115.2% | $1,891+422.6% |
| Participant deferral / active EE | $5,884 | $5,407+8.8% | $7,906-25.6% | $3,080+91.0% |
| Admin fee / account holder | $2,808 | $3,730-24.7% | $13,708-79.5% | $3,454-18.7% |