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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 | $20,993 | $63,354-66.9% | $94,105-77.7% | $82,637-74.6% |
| Participation rate | 92.5% | 63.8%+28.6pp | 71.9%+20.5pp | 68.1%+24.4pp |
| Annual return | 15.64% | 34.36%-18.7pp | 204.55%-188.9pp | 53.51%-37.9pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,124 | $2,873-26.1% | $3,881-45.3% | $4,126-48.5% |
| Admin fee / account holder | $1,101 | $5,073-78.3% | $6,199-82.2% | $7,339-85.0% |