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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 | $20,619 | $43,730-52.8% | $66,674-69.1% | $64,097-67.8% |
| Participation rate | 89.2% | 50.7%+38.5pp | 73.7%+15.5pp | 55.2%+34.0pp |
| Annual return | 0.00% | 53.62%-53.6pp | 321.24%-321.2pp | 34.64%-34.6pp |
| Employer contribution / active EE | $1,296 | $1,673-22.6% | $2,620-50.5% | $1,891-31.5% |
| Participant deferral / active EE | $2,036 | $2,122-4.1% | $4,084-50.2% | $3,080-33.9% |
| Admin fee / account holder | $505 | $2,708-81.4% | $5,098-90.1% | $3,454-85.4% |