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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 | $40,328 | $58,258-30.8% | $81,820-50.7% | $80,925-50.2% |
| Participation rate | 82.6% | 63.5%+19.1pp | 72.4%+10.2pp | 67.7%+14.9pp |
| Annual return | 11.18% | 41.76%-30.6pp | 777.93%-766.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,783 | $2,345-24.0% | $2,915-38.8% | $2,756-35.3% |
| Participant deferral / active EE | $2,718 | $3,284-17.2% | $4,323-37.1% | $4,299-36.8% |
| Admin fee / account holder | $1,420 | $4,976-71.5% | $7,391-80.8% | $6,940-79.5% |