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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 | $29,315 | $104,479-71.9% | $159,474-81.6% | $79,391-63.1% |
| Participation rate | 76.4% | 76.6%-0.2pp | 82.8%-6.4pp | 70.7%+5.7pp |
| Annual return | 31.42% | 67.98%-36.6pp | 263.68%-232.3pp | 116.88%-85.5pp |
| Employer contribution / active EE | $2,185 | $3,417-36.1% | $4,831-54.8% | $2,428-10.0% |
| Participant deferral / active EE | $4,358 | $6,468-32.6% | $7,353-40.7% | $4,046+7.7% |
| Admin fee / account holder | $686 | $711-3.5% | $10,802-93.6% | $627+9.5% |