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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 | $36,661 | $82,674-55.7% | $125,363-70.8% | $68,495-46.5% |
| Participation rate | 97.3% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -12.52% | -5.97%-6.6pp | 572.15%-584.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,463 | $3,382-27.2% | $4,815-48.8% | $2,596-5.1% |
| Participant deferral / active EE | $3,920 | $6,111-35.9% | $7,447-47.4% | $4,028-2.7% |
| Admin fee / account holder | $2,175 | $6,276-65.3% | $10,005-78.3% | $5,403-59.7% |