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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 | $58,091 | $91,537-36.5% | $130,045-55.3% | $75,173-22.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.46% | -631.55%+650.0pp | -137.30%+155.8pp | 160.72%-142.3pp |
| Employer contribution / active EE | $6,285 | $2,845+120.9% | $4,321+45.4% | $2,671+135.3% |
| Participant deferral / active EE | $4,745 | $4,343+9.3% | $5,820-18.5% | $4,126+15.0% |
| Admin fee / account holder | $823 | $6,780-87.9% | $10,600-92.2% | $5,651-85.4% |