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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 | $34,893 | $45,900-24.0% | $94,057-62.9% | $64,340-45.8% |
| Participation rate | 93.3% | 50.6%+42.8pp | 73.3%+20.0pp | 55.2%+38.1pp |
| Annual return | 18.83% | 50.47%-31.6pp | 480.62%-461.8pp | 24.14%-5.3pp |
| Employer contribution / active EE | $630 | $1,612-60.9% | $2,933-78.5% | $1,862-66.1% |
| Participant deferral / active EE | $4,297 | $2,102+104.4% | $4,709-8.8% | $2,980+44.2% |
| Admin fee / account holder | $969 | $3,143-69.2% | $7,244-86.6% | $3,703-73.8% |