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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 | $248,404 | $42,910+478.9% | $60,919+307.8% | $68,490+262.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.55% | -13.99%+2.4pp | 16.96%-28.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $10,824 | $1,978+447.1% | $2,704+300.3% | $2,597+316.8% |
| Participant deferral / active EE | $4,510 | $2,866+57.4% | $3,814+18.2% | $4,028+12.0% |
| Admin fee / account holder | $2,587 | $3,104-16.7% | $3,228-19.9% | $5,403-52.1% |