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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 | $22,348 | $51,638-56.7% | $68,368-67.3% | $82,448-72.9% |
| Participation rate | 81.6% | 63.6%+18.0pp | 73.8%+7.8pp | 68.1%+13.5pp |
| Annual return | 13.84% | 37.53%-23.7pp | 292.57%-278.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,814 | $2,047+86.4% | $2,649+44.0% | $2,551+49.5% |
| Participant deferral / active EE | $6,253 | $2,914+114.6% | $4,123+51.7% | $4,139+51.1% |
| Admin fee / account holder | $4,456 | $4,643-4.0% | $5,150-13.5% | $7,234-38.4% |