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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 | $59,402-56.3% | $93,654-72.3% | $74,546-65.2% |
| Participation rate | 86.6% | 59.7%+26.9pp | 68.7%+17.8pp | 67.2%+19.3pp |
| Annual return | 20.07% | 81.86%-61.8pp | 133.34%-113.3pp | 1366.03%-1346.0pp |
| Employer contribution / active EE | $2,019 | $1,265+59.6% | $2,421-16.6% | $2,624-23.1% |
| Participant deferral / active EE | $4,308 | $3,049+41.3% | $4,413-2.4% | $4,347-0.9% |
| Admin fee / account holder | $535 | $3,023-82.3% | $8,282-93.5% | $1,944-72.5% |