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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 | $21,472 | $45,900-53.2% | $94,057-77.2% | $64,340-66.6% |
| Participation rate | 90.4% | 50.6%+39.8pp | 73.3%+17.0pp | 55.2%+35.1pp |
| Annual return | 22.96% | 50.47%-27.5pp | 480.62%-457.7pp | 24.14%-1.2pp |
| Employer contribution / active EE | $538 | $1,612-66.6% | $2,933-81.7% | $1,862-71.1% |
| Participant deferral / active EE | $6,267 | $2,102+198.1% | $4,709+33.1% | $2,980+110.3% |
| Admin fee / account holder | $3,547 | $3,143+12.9% | $7,244-51.0% | $3,703-4.2% |