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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 | $26,288 | $58,241-54.9% | $81,780-67.9% | $80,911-67.5% |
| Participation rate | 94.4% | 63.4%+30.9pp | 72.4%+22.0pp | 67.6%+26.7pp |
| Annual return | 12.82% | 41.73%-28.9pp | 776.27%-763.4pp | 35.63%-22.8pp |
| Employer contribution / active EE | $3,167 | $2,343+35.2% | $2,914+8.7% | $2,756+14.9% |
| Participant deferral / active EE | $1,762 | $3,283-46.3% | $4,321-59.2% | $4,297-59.0% |
| Admin fee / account holder | $2,972 | $4,973-40.2% | $7,384-59.7% | $6,935-57.1% |