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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 | $55,423-72.9% | $155,602-90.4% | $74,400-79.8% |
| Participation rate | 82.2% | 61.9%+20.3pp | 78.2%+4.0pp | 67.2%+15.0pp |
| Annual return | 12.81% | 269.07%-256.3pp | 64.81%-52.0pp | 1367.51%-1354.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,465 | $2,835-13.0% | $5,629-56.2% | $4,348-43.3% |
| Admin fee / account holder | $466 | $1,744-73.3% | $15,923-97.1% | $1,944-76.0% |