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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 | $32,861 | $54,558-39.8% | $76,002-56.8% | $74,546-55.9% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 53.75% | 31.83%+21.9pp | 360.07%-306.3pp | 1366.03%-1312.3pp |
| Employer contribution / active EE | $2,611 | $1,778+46.9% | $2,688-2.9% | $2,624-0.5% |
| Participant deferral / active EE | $3,791 | $3,065+23.7% | $4,257-10.9% | $4,347-12.8% |
| Admin fee / account holder | $3,244 | $2,232+45.3% | $6,414-49.4% | $1,944+66.9% |