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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 | $30,255 | $82,678-63.4% | $125,391-75.9% | $68,490-55.8% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.4%+12.9pp | 67.9%+27.4pp |
| Annual return | -14.43% | -5.97%-8.5pp | 572.41%-586.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,804 | $3,382-46.7% | $4,816-62.5% | $2,597-30.5% |
| Participant deferral / active EE | $6,030 | $6,111-1.3% | $7,448-19.0% | $4,028+49.7% |
| Admin fee / account holder | $505 | $6,277-92.0% | $10,009-95.0% | $5,403-90.6% |