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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 | $25,957 | $59,456-56.3% | $93,669-72.3% | $74,429-65.1% |
| Participation rate | 86.6% | 59.6%+26.9pp | 68.7%+17.8pp | 67.2%+19.3pp |
| Annual return | 20.07% | 82.00%-61.9pp | 133.59%-113.5pp | 1368.38%-1348.3pp |
| Employer contribution / active EE | $2,019 | $1,266+59.5% | $2,424-16.7% | $2,625-23.1% |
| Participant deferral / active EE | $4,308 | $3,052+41.2% | $4,416-2.4% | $4,348-0.9% |
| Admin fee / account holder | $535 | $3,026-82.3% | $8,291-93.5% | $1,944-72.5% |