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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 | $26,849 | $102,385-73.8% | $147,080-81.7% | $80,935-66.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.05% | 135.09%-120.0pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $2,144 | $3,717-42.3% | $4,933-56.5% | $2,757-22.2% |
| Participant deferral / active EE | $6,044 | $6,651-9.1% | $8,066-25.1% | $4,299+40.6% |
| Admin fee / account holder | $4,649 | $7,951-41.5% | $12,989-64.2% | $6,924-32.9% |