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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 | $19,417 | $45,123-57.0% | $85,240-77.2% | $74,478-73.9% |
| Participation rate | 71.5% | 49.4%+22.2pp | 67.5%+4.0pp | 67.2%+4.3pp |
| Annual return | 16.83% | 26.32%-9.5pp | 66.75%-49.9pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $216 | $1,459-85.2% | $2,735-92.1% | $2,626-91.8% |
| Participant deferral / active EE | $1,145 | $2,736-58.1% | $4,527-74.7% | $4,350-73.7% |
| Admin fee / account holder | $627 | $2,215-71.7% | $6,165-89.8% | $1,946-67.8% |