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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 | $44,000 | $102,422-57.0% | $147,117-70.1% | $80,959-45.7% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 14.62% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,229 | $3,717-66.9% | $4,932-75.1% | $2,757-55.4% |
| Participant deferral / active EE | $7,571 | $6,652+13.8% | $8,065-6.1% | $4,300+76.1% |
| Admin fee / account holder | $532 | $7,953-93.3% | $12,993-95.9% | $6,925-92.3% |