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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 | $29,266 | $43,730-33.1% | $121,220-75.9% | $64,173-54.4% |
| Participation rate | 97.6% | 58.3%+39.2pp | 71.8%+25.8pp | 69.6%+28.0pp |
| Annual return | -6.69% | 68.94%-75.6pp | 16.94%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,419 | $1,297+9.4% | $4,023-64.7% | $2,381-40.4% |
| Participant deferral / active EE | $2,352 | $2,281+3.1% | $3,345-29.7% | $3,470-32.2% |
| Admin fee / account holder | $2,449 | $3,502-30.1% | $5,021-51.2% | $4,887-49.9% |