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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 | $54,674-39.9% | $76,089-56.8% | $74,429-55.8% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 53.75% | 31.89%+21.9pp | 360.94%-307.2pp | 1368.38%-1314.6pp |
| Employer contribution / active EE | $2,611 | $1,781+46.6% | $2,690-2.9% | $2,625-0.5% |
| Participant deferral / active EE | $3,791 | $3,071+23.4% | $4,259-11.0% | $4,348-12.8% |
| Admin fee / account holder | $3,244 | $2,238+45.0% | $6,418-49.5% | $1,944+66.8% |