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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 | $19,521 | $80,812-75.8% | $160,784-87.9% | $82,448-76.3% |
| Participation rate | 98.1% | 66.2%+31.9pp | 77.0%+21.2pp | 68.1%+30.1pp |
| Annual return | 15.82% | 100.59%-84.8pp | 1803.92%-1788.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,772 | $2,174-18.5% | $3,733-52.5% | $2,551-30.5% |
| Participant deferral / active EE | $3,113 | $4,335-28.2% | $6,293-50.5% | $4,139-24.8% |
| Admin fee / account holder | $1,512 | $7,695-80.4% | $9,717-84.4% | $7,234-79.1% |