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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 | $50,893 | $102,422-50.3% | $147,117-65.4% | $80,959-37.1% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 16.16% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $3,135 | $3,717-15.7% | $4,932-36.4% | $2,757+13.7% |
| Participant deferral / active EE | $6,987 | $6,652+5.0% | $8,065-13.4% | $4,300+62.5% |
| Admin fee / account holder | $1,085 | $7,953-86.4% | $12,993-91.6% | $6,925-84.3% |