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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 | $27,290 | $57,352-52.4% | $83,830-67.4% | $64,173-57.5% |
| Participation rate | 85.9% | 68.6%+17.3pp | 76.1%+9.8pp | 69.6%+16.3pp |
| Annual return | -5.11% | 11.38%-16.5pp | 850.97%-856.1pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,217 | $2,546-52.2% | $3,631-66.5% | $2,381-48.9% |
| Participant deferral / active EE | $2,426 | $2,993-18.9% | $4,082-40.6% | $3,470-30.1% |
| Admin fee / account holder | $2,303 | $4,046-43.1% | $5,479-58.0% | $4,887-52.9% |