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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 | $58,258-54.9% | $81,820-67.9% | $80,925-67.5% |
| Participation rate | 94.4% | 63.5%+30.9pp | 72.4%+22.0pp | 67.7%+26.7pp |
| Annual return | 12.82% | 41.76%-28.9pp | 777.93%-765.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $3,167 | $2,345+35.0% | $2,915+8.7% | $2,756+14.9% |
| Participant deferral / active EE | $1,762 | $3,284-46.3% | $4,323-59.2% | $4,299-59.0% |
| Admin fee / account holder | $2,972 | $4,976-40.3% | $7,391-59.8% | $6,940-57.2% |