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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 | $13,094 | $45,123-71.0% | $85,240-84.6% | $74,478-82.4% |
| Participation rate | 72.8% | 49.4%+23.4pp | 67.5%+5.2pp | 67.2%+5.6pp |
| Annual return | 57.19% | 26.32%+30.9pp | 66.75%-9.6pp | 1370.56%-1313.4pp |
| Employer contribution / active EE | $866 | $1,459-40.7% | $2,735-68.4% | $2,626-67.0% |
| Participant deferral / active EE | $1,853 | $2,736-32.3% | $4,527-59.1% | $4,350-57.4% |
| Admin fee / account holder | $464 | $2,215-79.0% | $6,165-92.5% | $1,946-76.1% |