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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 | $47,230 | $84,482-44.1% | $125,363-62.3% | $66,930-29.4% |
| Participation rate | 73.3% | 76.4%-3.1pp | 82.4%-9.0pp | 69.8%+3.5pp |
| Annual return | -11.91% | -8.49%-3.4pp | 572.15%-584.1pp | 1.57%-13.5pp |
| Employer contribution / active EE | $5,334 | $3,553+50.2% | $4,815+10.8% | $2,545+109.6% |
| Participant deferral / active EE | $10,516 | $6,782+55.1% | $7,447+41.2% | $4,238+148.1% |
| Admin fee / account holder | $2,316 | $685+238.1% | $10,005-76.9% | $593+290.3% |