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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 | $49,656 | $88,360-43.8% | $145,433-65.9% | $67,986-27.0% |
| Participation rate | 99.0% | 65.5%+33.5pp | 82.1%+16.9pp | 57.2%+41.8pp |
| Annual return | 21.42% | 63.15%-41.7pp | 66.58%-45.2pp | 31.67%-10.2pp |
| Employer contribution / active EE | $4,338 | $3,054+42.1% | $4,554-4.7% | $2,019+114.9% |
| Participant deferral / active EE | $7,670 | $5,932+29.3% | $7,897-2.9% | $3,358+128.4% |
| Admin fee / account holder | $1,009 | $3,313-69.5% | $13,129-92.3% | $3,203-68.5% |