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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 | $48,894 | $52,884-7.5% | $84,753-42.3% | $55,167-11.4% |
| Participation rate | 99.0% | 67.5%+31.5pp | 76.6%+22.4pp | 69.0%+30.0pp |
| Annual return | 72.50% | 18.03%+54.5pp | 22.78%+49.7pp | 169.23%-96.7pp |
| Employer contribution / active EE | $5,551 | $2,233+148.5% | $3,574+55.3% | $1,963+182.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,386 | $581+138.7% | $5,333-74.0% | $504+175.0% |