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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 | $14,997 | $55,437-72.9% | $155,534-90.4% | $74,459-79.9% |
| Participation rate | 82.2% | 61.9%+20.3pp | 78.2%+4.0pp | 67.2%+15.0pp |
| Annual return | 12.81% | 269.58%-256.8pp | 64.92%-52.1pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,465 | $2,837-13.1% | $5,630-56.2% | $4,350-43.3% |
| Admin fee / account holder | $466 | $1,742-73.2% | $15,900-97.1% | $1,945-76.0% |