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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 | $108,090 | $82,674+30.7% | $125,381-13.8% | $68,486+57.8% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | -17.04% | -5.97%-11.1pp | 572.31%-589.3pp | -7.85%-9.2pp |
| Employer contribution / active EE | $9,466 | $3,382+179.9% | $4,815+96.6% | $2,597+264.5% |
| Participant deferral / active EE | $7,390 | $6,111+20.9% | $7,448-0.8% | $4,028+83.5% |
| Admin fee / account holder | $719 | $6,277-88.6% | $10,007-92.8% | $5,404-86.7% |