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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 | $23,435 | $54,370-56.9% | $82,763-71.7% | $68,490-65.8% |
| Participation rate | 76.9% | 63.9%+13.0pp | 72.6%+4.4pp | 67.9%+9.0pp |
| Annual return | -16.43% | -13.67%-2.8pp | 702.45%-718.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,042 | $3,247+24.5% | $4,395-8.0% | $4,028+0.3% |
| Admin fee / account holder | $1,041 | $4,398-76.3% | $5,325-80.5% | $5,403-80.7% |