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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 | $46,210 | $54,355-15.0% | $82,744-44.2% | $68,486-32.5% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.7pp | 67.9%+24.4pp |
| Annual return | -17.27% | -13.67%-3.6pp | 702.22%-719.5pp | -7.85%-9.4pp |
| Employer contribution / active EE | $4,530 | $2,219+104.2% | $3,008+50.6% | $2,597+74.5% |
| Participant deferral / active EE | $6,466 | $3,246+99.2% | $4,395+47.1% | $4,028+60.5% |
| Admin fee / account holder | $6,086 | $4,397+38.4% | $5,325+14.3% | $5,404+12.6% |