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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 | $3,822 | $27,936-86.3% | $58,561-93.5% | $75,173-94.9% |
| Participation rate | 86.8% | 38.8%+48.0pp | 50.9%+35.9pp | 67.2%+19.6pp |
| Annual return | 32.46% | 44.21%-11.8pp | 4251.33%-4218.9pp | 160.72%-128.3pp |
| Employer contribution / active EE | $1,989 | $670+197.1% | $1,053+88.8% | $2,671-25.5% |
| Participant deferral / active EE | $2,025 | $1,202+68.5% | $1,923+5.3% | $4,126-50.9% |
| Admin fee / account holder | $523 | $1,727-69.7% | $2,520-79.2% | $5,651-90.7% |