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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 | $21,893 | $49,177-55.5% | $79,467-72.5% | $64,173-65.9% |
| Participation rate | 87.9% | 65.0%+22.9pp | 73.3%+14.6pp | 69.6%+18.4pp |
| Annual return | -5.70% | -1.16%-4.5pp | 718.30%-724.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,496 | $2,076-27.9% | $2,800-46.6% | $2,381-37.2% |
| Participant deferral / active EE | $1,635 | $2,821-42.1% | $3,704-55.9% | $3,470-52.9% |
| Admin fee / account holder | $1,520 | $3,839-60.4% | $5,104-70.2% | $4,887-68.9% |